Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Financial Planner role involves developing new business and contributing to the financial planning team by providing fiduciary guidance and supporting clients' financial goals.
Responsibilities and impact
The Financial Planner will engage and educate retirement plan participants, conduct meetings and webinars, build relationships, drive revenue growth through consultative selling, support sales initiatives, and keep supervisors informed, with up to 50% travel required.
Experience and skills
Preferred qualifications include proficiency in Microsoft Office, ERISA and retirement plan knowledge or interest, a Bachelor's degree, FINRA Series licenses, Life Accident & Health licenses, 3+ years experience, CFP designation or interest, and familiarity with eMoney Advisor.
Work environment and culture
The company values natural leaders with outgoing personalities, entrepreneurial spirit, customer focus, drive, determination, flexibility, and willingness to embrace change.
Company information
Lead Advisor is a wealth management recruiting and consulting firm representing clients in the financial planning industry.
Job location and travel
The position is based in New York City with an office environment and requires up to 50% travel.
Unique job features
The role offers the opportunity to work in a fiduciary capacity, lead and motivate peers, and be part of a growth plan within a respected financial planning team.
Company overview
Lead Advisor is a consulting firm specializing in providing strategic business advice and solutions to companies across various industries. They generate revenue through consulting fees, project management, and advisory services, focusing on enhancing operational efficiency, financial performance, and market positioning for their clients. Founded by industry veterans, the company has a history of delivering high-impact results and fostering long-term client relationships. Notable for its data-driven approach and innovative methodologies, Lead Advisor has established itself as a trusted partner for businesses seeking sustainable growth and competitive advantage.
How to land this job
Position your resume to highlight your fiduciary financial planning experience, emphasizing your ability to develop new business and provide comprehensive retirement and insurance planning aligned with client goals.
Focus on showcasing leadership, team collaboration, and your capacity to educate and build relationships with clients and retirement plan participants, underscoring your consultative selling skills and communication abilities.
Apply through multiple platforms including Lead Advisor's corporate job site at jobs.lead-advisor.com and LinkedIn to maximize your exposure for the Financial Planner role.
Connect with current financial planners and team leaders at Lead Advisor on LinkedIn; start conversations by complimenting their expertise in fiduciary planning or asking about their approach to client engagement and retirement education.
Optimize your resume for ATS by integrating keywords such as 'fiduciary guidance,' 'retirement planning,' 'investment strategy,' 'consultative selling,' 'ERISA,' and relevant licenses like Series 6, 7, 63, 65, or 66 to ensure it passes automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple relevant job boards, and find LinkedIn connections, allowing you to focus your time on networking and interview preparation.
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