- Manage 70+ high net worth relationships and take full accountability for leading and deepening them
- Drive clear planning and investment strategies
- Lead creation of detailed and rigorous financial and investment plans using MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks, and templates
- Maintain and course-correct plans over time with and for clients
- Coordinate CSAs, Trader, Founder, and other Lead Planners to deliver outstanding client service
- Interview, train, and mentor colleagues
- Contribute actively to team meetings
- Lead selected non-client functions
- Help develop the firm
Requirements
- Hold your CFP® designation
- 5+ years of personal financial planning experience
- 3+ years running high net worth relationships
- 10+ years of total work experience
- Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), at least 50 of which have been for high net worth
- True Expert in at least one of the 3 leading financial planning softwares
- Ability to test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more
- Microsoft Excel expertise, including pivot tables and lookup tables
- Very clear verbal and written communication
- Well organized and respectful of client service standards and deadlines
- Ability to perform detailed work while connecting it to the broader client situation
- Comfortable saying “I don’t know” and “I need help”
- Consistently demonstrate curiosity, tenacity, service, rigor, and clarity
- Must reside in the United States
- Available to work 9AM to 5PM ET
- Nice to have: Expertise in MoneyGuidePro
- Nice to have: CPA, CFA, Trading, or Behavior expertise
- Nice to have: Experience in an RIA, preferably fee-only and growth oriented
- Nice to have: Familiarity with Schwab
- Nice to have: Track record of effective remote work
- Nice to have: Track record of thriving in a small company or startup culture
Core Competencies
Demonstrates expertise in personal financial planning, particularly for high net worth clients, utilizing leading financial planning software. Strong communication, organizational skills, and a commitment to client service are essential for managing relationships and delivering tailored financial strategies.
Highest-signal resume keywords
- CFP® Designation
- Financial Planning Experience
- MoneyGuide Pro Expertise
- Microsoft Excel Expertise
- High Net Worth Relationship Management
ATS Optimization Keywords
Hard Skills
- Financial Planning
- Investment Strategies
- Insurance Needs Analysis
- Tax Planning Strategies
- Scenario Testing
- Custom Reporting
- Financial Plan Creation
- Pivot Tables
- Lookup Tables
- Client Service Standards
Soft Skills
- Clear Communication
- Organizational Skills
- Curiosity
- Tenacity
- Respectfulness
Certifications & Qualifications
- CFP®
- CPA
- CFA
Industry Keywords
- High Net Worth
- RIA
- Fee-Only
- Growth Oriented
- Remote Work
- Startup Culture
Tools & Technologies
- MoneyGuide Pro
- Kwanti
- EMoney
- RightCapital
- Excel
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Lead Financial Planner Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
