Senior Financial Planning Lead Advisor

Apollon Wealth Management, LLC; Mount Pleasant (SC); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Apollon Wealth Management, LLC is seeking a Planning Lead Advisor to join our financial planning team in a hybrid/remote capacity. The role focuses on delivering comprehensive plans, presenting strategies, and collaborating with clients and team members to achieve optimal financial outcomes.

The ideal candidate will hold a CFP designation, possess Series 65 or 66, and have 3+ years of financial planning experience, including leading client meetings.

Qualifications

• CFP certification required.
• Licensed Life, Disability and LT Care Insurance.
• Series 65 or 66.
• 3+ years in financial planning; leading client meetings is a plus.

Responsibilities

• Prepare and review financial plans and provide feedback on eMoney plans.
• Present eMoney plans to clients and advisors, answering questions.
• Draft post-meeting follow-up emails with next steps.
• Suggest planning strategies aligned with client goals.
• Participate in prospect calls to generate new engagements.
• Gather information to develop comprehensive financial plans.
• Monitor plans and adjust as needed; address issues.
• Maintain accurate records and ensure regulatory compliance.

Skills

Verbal communication

Written communication

Analytical thinking

Relationship building

Lead client meetings

Education

CFP certification

Tools

eMoney

Job description

Apollon Wealth Management, LLC is seeking a Planning Lead Advisor to join our financial planning team in a hybrid/remote capacity. The role focuses on delivering comprehensive plans, presenting strategies, and collaborating with clients and team members to achieve optimal financial outcomes.

The ideal candidate will hold a CFP designation, possess Series 65 or 66, and have 3+ years of financial planning experience, including leading client meetings.