Lead Financial Planner

Stellenbeschreibung:

Manage 70+ high net worth relationships and take full accountability for leading and deepening them
Drive clear planning and investment strategies
Lead creation of detailed and rigorous financial and investment plans using MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks, and templates
Maintain and course-correct plans over time with and for clients
Coordinate CSAs, Trader, Founder, and other Lead Planners to deliver outstanding client service
Interview, train, and mentor colleagues
Contribute actively to team meetings
Lead selected non-client functions
Help develop the firm

Requirements

Hold your CFP® designation
5+ years of personal financial planning experience
3+ years running high net worth relationships
10+ years of total work experience
Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 of which have been for high net worth
True Expert in at least one of the 3 leading financial planning softwares
Ability to test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more
Microsoft Excel expertise, including pivot tables and lookup tables
Very clear verbal and written communication
Well organized and respectful of client service standards and deadlines
Ability to perform detailed work while connecting it to the broader client situation
Comfortable saying “I don’t know” and “I need help”
Consistently demonstrate curiosity, tenacity, service, rigor, and clarity
Must reside in the United States
Available to work 9AM to 5PM ET
Nice to have: Expertise in MoneyGuidePro
Nice to have: CPA, CFA, Trading, or Behavior expertise
Nice to have: Experience in an RIA, preferably fee-only and growth oriented
Nice to have: Familiarity with Schwab
Nice to have: Track record of effective remote work
Nice to have: Track record of thriving in a small company or startup culture

Core Competencies

Demonstrates expertise in personal financial planning, particularly for high net worth clients, utilizing leading financial planning software. Strong communication, organizational skills, and a commitment to client service are essential for managing relationships and delivering tailored financial strategies.