Client-Focused Financial Planner & Advisory Support

The LifeWealth Group; Florida; On-site; USD 70,000 - 100,000; Full time

Job summary

The LifeWealth Group is seeking a Financial Planner to bridge clients, support teams and advisors. You will handle technical financial planning, investment management, and client relations, potentially supervising associates and coordinating with senior advisors.

You will work under Lead/Senior Advisors, with licensing and experience enabling direct client work and ongoing book management where assigned.

Qualifications

• Bachelor’s degree in Finance or Economics.
• Pursuit or Active Series 7, 63, 65/66 licenses.
• Pursuit or Active FL 215 (Life/Health/Variable) license.
• 2+ years of experience in Financial Planning.
• Leadership experience is a plus.
• Pursuit or Active CFP is a plus.
• Experience with Securities, Financial Planning, Investments and Insurance.
• Experience with Custodian Platforms (Fidelity, Schwab, TD, etc.).
• Familiarity with CRM systems and regulatory requirements.

Responsibilities

• Engage clients to understand needs, objectives and goals.
• Provide guidance on technical financial planning and investment needs.
• Analyze information and select best solutions for client or operational issues.
• Manage client data in CRM, planning software, and investment tools according to procedures.
• Maintain up-to-date client accounts and translate information for colleagues.
• Supervise back-office activities and ensure compliant processes.

Skills

Communication skills

Microsoft Office

Regulatory knowledge

Google Apps

MS 365

CRM experience (FIRM)

Custodian platforms

Education

Bachelor's degree in Finance or Economics

Series 7, 63, 65/66 licenses

Florida Life/Health/Variable license FL 215

CFP certification (active or pursuit)

Tools

FIRM CRM

Job description

The LifeWealth Group is seeking a Financial Planner to bridge clients, support teams and advisors. You will handle technical financial planning, investment management, and client relations, potentially supervising associates and coordinating with senior advisors.

You will work under Lead/Senior Advisors, with licensing and experience enabling direct client work and ongoing book management where assigned.