Lead Financial Planner

John Moore Associates

Albuquerque (NM)

On-site

USD 90,000 - 150,000

Full time

11 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Professional development

Job summary

John Moore Associates is seeking an experienced Lead Financial Planner to serve as the primary advisor and trusted financial partner for established and new client relationships in Albuquerque, NM. This role focuses on delivering comprehensive financial plans and high-level client relationships without rainmaking, while being supported by a dedicated team.

The successful candidate will lead client meetings, coordinate with CPAs and attorneys, and contribute to investment strategy discussions.

Qualifications

CFP® certification.
5+ years of financial planning or wealth management experience.
Experience serving as the lead advisor for client relationships.
Strong knowledge of comprehensive financial planning and investment management.
Series 65 or other appropriate investment adviser qualification, or ability to obtain promptly.
Exceptional client communication and relationship-management skills.
Strong judgment, emotional intelligence, and ability to communicate complex financial concepts clearly.
Ability to lead a client-service team and effectively delegate implementation and follow-up.
Bachelor's degree.

Responsibilities

Serve as the primary advisor for assigned JMA families, including established relationships transitioned to you and new relationships coming into the firm.
Lead the development and ongoing implementation of comprehensive financial plans across retirement, investments, tax planning, estate planning, charitable giving, insurance and risk management, cash flow, and multigenerational planning.
Prepare for and lead client review and planning meetings, identify planning opportunities, communicate recommendations clearly, and ensure clients understand the decisions and actions being considered.
Work closely with an Assistant Financial Advisor and Client Service Team. Delegate and coordinate follow-up and implementation so that client needs are handled accurately and efficiently without requiring the Lead Planner to process routine forms and administrative work.
Participate in JMA's weekly Investment Committee meetings to remain informed on portfolio strategy, markets, and investment recommendations so you can confidently communicate investment advice to clients.
Collaborate with clients' CPAs, estate planning attorneys, insurance professionals, and other advisors to help ensure that financial strategies are coordinated across the client's financial life.
Represent the firm professionally with clients, prospective clients, centers of influence, and within the community.

Skills

CFP certification

Series 65

Lead advisory

Education

5+ years financial planning/wealth management experience

Bachelor's degree

Tools

MoneyGuidePro

Job description

Do what you became a financial planner to do: build meaningful client relationships, provide thoughtful financial advice, and help families make important financial decisions.

John Moore Associates (JMA) is seeking an experienced Lead Financial Planner to serve as the primary advisor and trusted financial partner for established and new client relationships.

This is an opportunity for an experienced CFP® professional who loves financial planning and working with clients but does not want success to depend on building a book of business, cold calling, or spending significant time on administrative tasks.

No book of business is required. This is not a rainmaking or production role.

JMA provides established client relationships as well as new relationships coming into the firm. Our Lead Financial Planners are supported by an Assistant Financial Advisor and Client Service Team, allowing them to focus their time and talents primarily on financial planning, advice, and client relationships.

What You’ll Do

Lead Client Relationships

Serve as the primary advisor for assigned JMA families, including established relationships transitioned to you and new relationships coming into the firm. Develop deep, long-term relationships built on trust, excellent advice, and an understanding of each family's goals and priorities.

Deliver Comprehensive Financial Planning

Lead the development and ongoing implementation of comprehensive financial plans across retirement, investments, tax planning, estate planning, charitable giving, insurance and risk management, cash flow, and multigenerational planning.

Lead Client Meetings

Prepare for and lead client review and planning meetings, identify planning opportunities, communicate recommendations clearly, and ensure clients understand the decisions and actions being considered.

Lead the Client Team

Work closely with an Assistant Financial Advisor and Client Service Team. Delegate and coordinate follow-up and implementation so that client needs are handled accurately and efficiently without requiring the Lead Planner to process routine forms and administrative work.

Provide Investment Advice

Participate in JMA's weekly Investment Committee meetings to remain informed on portfolio strategy, markets, and investment recommendations so you can confidently communicate investment advice to clients.

Coordinate With Other Professionals

Collaborate with clients' CPAs, estate planning attorneys, insurance professionals, and other advisors to help ensure that financial strategies are coordinated across the client's financial life.

Represent JMA

Represent the firm professionally with clients, prospective clients, centers of influence, and within the community. While Lead Financial Planners may participate in relationship-building activities, this position does not carry traditional prospecting, cold-calling, or individual production requirements.

Who We’re Looking For

The ideal candidate is an experienced financial planner who has already demonstrated the ability to independently lead affluent client relationships.

Required Qualifications

CFP® certification
5+ years of financial planning or wealth management experience
Experience serving as the lead advisor for client relationships
Strong knowledge of comprehensive financial planning and investment management
Series 65 or other appropriate investment adviser qualification, or ability to obtain promptly
Exceptional client communication and relationship-management skills
Strong judgment, emotional intelligence, and ability to communicate complex financial concepts clearly
Ability to lead a client-service team and effectively delegate implementation and follow-up
Bachelor's degree

Preferred Qualifications

7+ years of financial planning or wealth management experience
Experience advising affluent and high-net-worth families
Experience with MoneyGuidePro or similar comprehensive financial planning software
Certified Kingdom Advisor® (CKA®) designation or willingness to pursue it
Experience coordinating advanced tax, estate, charitable, and multigenerational planning strategies

Our Approach

JMA provides comprehensive financial planning and investment advice to families and integrates a biblical worldview into our approach to stewardship, generosity, financial decision-making, and client service.

The successful candidate should be comfortable working in this environment and capable of helping clients incorporate their values and priorities into thoughtful financial decisions.

Compensation & Benefits