Lead Financial Planner - Remote Client Relationships Leader

Drucker Wealth; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401k with 4% match

Partially subsidized health insurance

Training opportunities

Job summary

Drucker Wealth is hiring a Lead Financial Planner to manage client relationships and provide financial advice. The ideal candidate will have over 6 years of financial planning experience, a CFP certification, and a passion for client service. This full-time, remote position offers opportunities for career growth within a family-owned firm committed to developing long-term client partnerships. The firm provides robust support and a culture focused on innovation and transparency.

Qualifications

• 6+ years of financial planning industry experience.
• Desire to continuously improve processes and develop client relationships.
• Advanced emotional intelligence and people skills.

Responsibilities

• Lead client meetings and take detailed notes.
• Present financial plans to prospective clients.
• Guide new clients through the onboarding process.

Skills

Financial planning

Client relationship management

Emotional intelligence

Team player

Problem-solving

Education

CFP certification

Tools

RightCapital

Redtail

Job description

Drucker Wealth is hiring a Lead Financial Planner to manage client relationships and provide financial advice. The ideal candidate will have over 6 years of financial planning experience, a CFP certification, and a passion for client service. This full-time, remote position offers opportunities for career growth within a family-owned firm committed to developing long-term client partnerships. The firm provides robust support and a culture focused on innovation and transparency.