CFP Licensed Planning Advisor
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Job Summary
To deliver comprehensive financial planning services, the full-time Planning Lead Advisor will prepare and review financial plans, present strategies to clients, and collaborate with team members in a hybrid or remote work environment.
Key responsibilities:
- Prepare and review eMoney plans, providing feedback to ensure accuracy and alignment with client goals
- Present financial plans to clients and address their questions while recommending advanced financial planning strategies
- Collaborate with clients to gather information and develop comprehensive financial plans that meet their financial objectives
Required qualifications:
- Certified Financial Planner (CFP) designation required
- Life, Disability, and Long-Term Care Insurance License
- Series 65 or 66 license
- 3+ years of experience in financial planning, preferably leading client meetings
- Proficiency in financial planning software, including eMoney
Complete Job Description
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