Overview: Lead Financial Planners provide technical financial planning work to a specific segment of clients and leadership to the client service team that consists of the Associate Financial Planner and the operations support team members. This is a professional position in a client-focused environment and requires extensive knowledge of financial planning concepts such as retirement planning, investment strategies, risk management, taxes and estate planning. The focus will be to prepare and regularly update holistic financial plans for each client, coordinate appropriate investment strategies based on the clients’ needs and input from the Chief Investment Officer, provide timely responses and ongoing care to each client’s concerns, build relationships with multiple generations to add continuity to the families’ relationships with the company, utilize third-party providers to extend the “share of wallet” for each client relationship and dedicate time to business development. The position is designed to provide the right candidate a career path leading to the position of Senior Financial Planner and potentially equity shareholder.
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phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org
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