Financial Planner

Lead-Advisor • Full-time • Wakefield, Massachusetts, United States • $60k - $80k / year • 1m ago

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Wakefield.

Financial Planner

The Purpose of Your Role:

We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of the firm's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients.

What you'll bring to the firm:

 Planning/Organizing – Prioritizes and plans work activities, uses time efficiently

 Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments

 Quality – Demonstrates accuracy and thoroughness

 Strong sense of urgency and accountability; results-oriented

 Team player; puts success of team ahead of self

 Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms

 Ability to work as part of a group or independently, patient, passion for both sales and service

What you’ll be responsible for:

 Engage and educate the firm's retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.

 Assist participants in preparing for the financial aspects of retirement.

 Communicate the retirement plan offering via group meetings at the client company.

 Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.

 Conduct webinars to communicate the plan, when appropriate.

 Build personal relationships with participants.

 Convey retirement planning subject matter in a simplified way.

 Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance.

 Support new sales and market development initiatives

 Exhibit understanding of key features and benefits of the firm's products and services

 Proactively keep Supervisor informed of key activities with assigned clients

 Office environment, up to 50% travel may be required.

About you:

We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships.

We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

Preferred qualifications:

 Proficient in Microsoft Office applications

 ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)

 Bachelor’s degree

 FINRA Series 6 or 7, 63 and 65 or 66

 Life Accident & Health licenses

Nice to haves:

 3+ years of experience

 CFP designation or interest in obtaining

 Familiarity with programs such as eMoney Advisor

Location: Hybrid in Wakefield office

Travel required: up to 25%