Financial Planner Lead

Position: Financial Planner - Lead

Experience Level: Associate

Experience Required: 3 Years

Education Required: Bachelors Degree

Job Function: Finance

Industry: Financial Services

Job Type: Full-Time

Relocation Assistance: Not Available

Visa Sponsorship: Not Available

Licensing Requirements:

Series 65 or Series 66 required with a minimum of three years of direct client-facing experience as a Financial Planner.

Position Summary
The Financial Planner Lead provides comprehensive financial and retirement planning services while building strong long-term client relationships. This is primarily a non-sales role focused on financial analysis client service planning and collaboration with Lead Advisors.

• Serve as the primary contact for assigned clients.
  

• Respond to client questions requests and follow-ups.
  

• Prepare comprehensive financial and retirement plans.
  

• Analyze investments asset allocation and financial data.
  

• Conduct client meetings and periodic financial reviews.
  

• Use tax-planning tools to evaluate strategies and scenarios.
  

• Prepare illustrations for annuities life insurance and long-term care.
  

• Complete financial analyses and planning projects as needed.
  

• Collaborate with advisors and team members on client cases.
  

• Maintain proactive communication and exceptional client service.
  

• 3 years of financial planning experience with direct client interaction.
  

• Series 65 or Series 66 required.
  

• CFP designation preferred; must be obtained within 2 years of hire.
  

• Life Insurance license preferred; must be obtained within 6 months of hire.
  

• Bachelors degree from an accredited institution.
  

• Strong financial and retirement planning knowledge.
  

• Advanced Microsoft Excel and analytical skills.
  

• Excellent attention to detail and organizational skills.
  

• Ability to manage multiple priorities while maintaining strong client relationships.
  

• Competitive base salary performance bonuses
  

• Paid time off
  

• Health dental and vision insurance
  

• 401(k) with company match
  

• Mentorship and professional development
  

• Career advancement opportunities
  

• Supportive relationship-focused work environment
  

• Paid lunch hours
  

• In-office snacks beverages and premium coffee