What are the responsibilities and job description for the Lead Certified Financial Planner position at Globalchannelmanagement?
Lead Certified Financial Planner needs 3 years of experience working directly with clients as a Financial Planner.Lead Financial Planner requires: Series 65 or 66 are required 3 years of experience working with clients as a Financial Planner required CFP is a designation requirement to be obtained within 2 years from hire date Life Insurance license preferred Life insurance license must be obtained within 6 months from hire date Bachelor's Degree from an accredited college or university Strong passion for financial and retirement planning Enjoys working with numbers, spreadsheets and planning analysis Very strong Microsoft Excel experience and familiarity Highly detail-oriented and accurate Must be capable of multi-tasking and tracking multiple items/projects at the same time Friendly, outgoing, and able to build and maintain strong relationships Life Insurance License CFP (Preferred)Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division. Service all client needs, requests, questions, and updates Prepare comprehensive financial plan recommendations Prepare and develop robust retirement income plans and retirement plan tracking Prepare investment portfolio summaries and asset allocation analyses Meet regularly with clients to establish trusting, supportive relationships
Salary : $130,000 - $150,000