Lead Advisor · 3 days ago
Financial Planner
Manhattan, NY
Full-time
Onsite
Mid Level
$60K/yr - $80K/yr
3+ years expLead Advisor, LLC is a wealth management recruiting and consulting firm, seeking a highly accomplished financial planner professional to join their financial planning team. The role involves developing new business, offering fiduciary guidance, and supporting clients in achieving their financial goals through comprehensive financial planning.
ConsultingInformation TechnologySecurity
Responsibilities
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
Qualification
Required
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
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
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
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
3+ years of experience
CFP designation or interest in obtaining
Familiarity with programs such as eMoney Advisor
Benefits
Paid time off
Company
Lead Advisor
Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase