Telecommuting Lead Planner

Job ID: Available for Members

Location: Nationwide

Compensation: Salary

Posted: Monday, May 14, 2018

Job Category: Account Management, Financial

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Additional Information: Benefits Available

Job Summary

A wealth management company has an open position for a Telecommuting Lead Planner.

Core Responsibilities Include:

  • Directly managing client relationships and providing an unparalleled experience
  • Acting as a financial life coach for clients to help them identify their passions and to achieve their goals and objectives
  • Professionally and objectively building and delivering custom financial plans to clients

Applicants must meet the following qualifications:

  • Excellent written and verbal communication skills
  • Superior interpersonal, organizational, and client service skills
  • Bachelor’s degree or higher
  • Background and experience in the financial services industry
  • Series 65 or 66; CFP® and ChFC® designations are required for the lead planner position
  • Willingness to work independently with guidance and oversight from a team coach