What are the responsibilities and job description for the Lead Financial Planner position at Globalchannelmanagement?
Lead Financial Planner needs 3 years of experience working with clients as a Financial Planner requiredLead Financial Planner requires:· Series 65 or Series 66 license required· CERTIFIED FINANCIAL PLANNER· CFP is a designation requirement to be obtained within 2 years from hire date· Life Insurance license · 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 relationshipsLead Financial Planner duties:Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.Prepare and analyze various financial planning reportsUtilize tax planning software to assess client tax situations and tax strategiesRun, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clientsOversee preparation of various one-off analysis requests
Salary : $14,900 - $150,000