CFP Lead Financial Planner for Wealth & Retirement Strategy

Correct Capital Wealth Management, LLC; St. Louis (MO); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Base salary

Incentives

Team growth pool

Retirement plan

Insurance

Job summary

Correct Capital Wealth Management in Clayton, MO seeks a CFP® professional with front-line experience to own small and mid-sized client relationships and collaborate with senior advisors on larger cases. Over time, the role can grow into a Lead Advisor position, with mentorship and access to cutting-edge technology to focus on clients and relationship building.

You'll lead planning for retirement, tax, estate, risk management and investments, present comprehensive financial plans, and expand

Qualifications

• Bachelor’s Degree in finance, economics, accounting or a related field.
• 5+ years of client-facing experience in financial planning or wealth management.
• Series 65, or Series 7 and 66.
• Experience with Redtail, financial planning software (RightCapital, MoneyGuidePro, eMoney, etc) and Schwab, or Fidelity custodial platforms is a plus.

Responsibilities

• Lead planning relationships for small and mid-sized clients, often independently, and collaborate with teammates on larger or more complex households.
• Build and present comprehensive financial plans covering retirement, tax, estate, risk management, and investments.
• Explain the firm's investment strategies to clients, tailor allocations to their goals, timelines, and risk tolerance, and bring together additional client assets through positive, client-centered discussions, working with the investment team on implementation.
• Lead participant eduction for our 401(k) plan clients, including group presentations and one-on-one meetings.
• Develop new relationships with individuals, families, and institutional clients through client referrals, centers of influence, and firm marketing. New business is rewarded through our Business Development incentive.
• Create presentations and client education campaigns as needed.
• Simplify complex financial concepts and build trust and credibility with every client.
• Document client meetings and planning details in Redtail and follow through on action items promptly.

Skills

Client relationship management

Financial planning

Communication

Education

Bachelor’s degree in finance/economics/related field

Tools

Redtail

RightCapital

MoneyGuidePro

eMoney

Schwab custodial platforms

Job description

Correct Capital Wealth Management in Clayton, MO seeks a CFP® professional with front-line experience to own small and mid-sized client relationships and collaborate with senior advisors on larger cases. Over time, the role can grow into a Lead Advisor position, with mentorship and access to cutting-edge technology to focus on clients and relationship building.

You'll lead planning for retirement, tax, estate, risk management and investments, present comprehensive financial plans, and expand