To deliver comprehensive financial planning services, the full-time Planning Lead Advisor will prepare and review financial plans, present strategies to clients, and collaborate with team members in a hybrid or remote work environment. Key responsibilities: Prepare and review eMoney plans, providing feedback to ensure accuracy and alignment with client goals Present financial plans to clients and address their questions while recommending advanced financial planning strategies Collaborate with clients to gather information and develop comprehensive financial plans that meet their financial objectives Required qualifications: Certified Financial Planner (CFP) designation required Life, Disability, and Long-Term Care Insurance License Series 65 or 66 license 3+ years of experience in financial planning, preferably leading client meetings Proficiency in financial planning software, including eMoney
CFP Licensed Planning Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.