Wealth Planner & Client Advisory Specialist

The LifeWealth Group; Town of Florida (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

The LifeWealth Group is seeking a Financial Planner to join our team as the primary link between clients, the support team, and advisors. You will deliver technical financial planning and investment management, working under senior supervision while potentially managing a book of business.

You will supervise back-office activities, support onboarding, update CRM, and follow up after meetings to ensure excellent client service and regulatory compliance.

Qualifications

• Requires strong communication and client service focus.
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Responsibilities

• Engage clients to understand needs, objectives, and planning tools.
• Provide guidance on technical financial planning and investment needs.

Skills

Excellent communication

Microsoft Office

CRM proficiency

Google Apps / MS 365

Regulatory knowledge

Time management

Leadership

Client onboarding

Education

Bachelor’s degree in Finance or Economics

Series 7, 63, 65/66 licenses

FL 215 Life/Health/Variable license

Tools

CRM systems

Financial Planning Software

Investment Management Software

Job description

The LifeWealth Group is seeking a Financial Planner to join our team as the primary link between clients, the support team, and advisors. You will deliver technical financial planning and investment management, working under senior supervision while potentially managing a book of business.

You will supervise back-office activities, support onboarding, update CRM, and follow up after meetings to ensure excellent client service and regulatory compliance.