Senior Retirement Planning Advisor - Leads Provided

Langan Financial Group, LLC; Camp Hill (Cumberland County); Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401(k) plan

3 weeks of vacation

Descripción de la vacante

Langan Financial Group, LLC, located in Central Pennsylvania, seeks a Senior Financial Advisor specializing in retirement planning to build meaningful client relationships and guide retirement-related decisions.

You will lead planning conversations covering retirement income, investments, taxes, Social Security, and estate considerations to create clear next steps. No book of business is required; we provide leads and opportunities.

Formación

• At least five years of direct, client-facing financial planning or advisory experience.
• Experience advising pre-retirees and retirees on retirement income and related planning decisions.
• Strong financial planning knowledge, sound judgment, and the ability to build trust through education and follow-through.
• A proactive, self-directed approach; strong organization; and the ability to manage changing priorities in a fast-paced setting.
• Clear written and verbal communication skills and a collaborative approach to working with clients and teammates.

Responsabilidades

• Lead meetings with clients and prospective clients, understand their goals, and explain options in plain language.
• Develop and review plans covering retirement income, investment strategy, tax-aware planning, Social Security, and retirement accounts.
• Help clients evaluate important decisions, identify practical next steps, and stay on track as their needs change.
• Prepare for meetings, document recommendations and follow-up items, and respond to clients in a timely way.
• Coordinate with financial planning, operations, and retirement plan colleagues to deliver a consistent client experience.
• Follow firm policies, applicable regulatory requirements, and documentation and service standards.

Conocimientos

Client-facing

Retirement planning

Communication

Organization

Collaboration

Educación

CFP certification preferred

Descripción del empleo

Langan Financial Group, LLC, located in Central Pennsylvania, seeks a Senior Financial Advisor specializing in retirement planning to build meaningful client relationships and guide retirement-related decisions.

You will lead planning conversations covering retirement income, investments, taxes, Social Security, and estate considerations to create clear next steps. No book of business is required; we provide leads and opportunities.