Job Summary
A wealth management company is in need of a Remote Lead Planner in Baltimore.
Individual must be able to fulfill the following responsibilities:
- Work directly with clients via videoconference, phone and e-mail
- Act as a financial life coach for clients
- Professionally and objectively build and deliver custom financial plans
Applicants must meet the following qualifications:
- Excellent written and verbal communication skills
- Superior interpersonal, organizational, and client service skills
- Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
- Background and experience in the financial services industry
- Licenses and credentials
- Willingness to work independently with guidance and oversight from a team coach
