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
