LUX Wealth Planning · 22 hours ago

Junior Wealth Management Advisor

United States

Full-time

Remote

Entry Level

$100K/yr - $140K/yr

5+ years exp

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Financial Services

Insider Connection @LUX Wealth Planning

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Accompany and support founder as second chair, effectively transferring trust based on segmentation and relationship

Serve as a Relationship Manager to LUX Wealth Planning Members, leading both existing and new Members through the LUX comprehensive fee-based planning process

Present comprehensive financial plans by explaining complex topics that include retirement, small business planning, real estate, investments, and risk management

Prospect with existing Members using feed lists prepared by the marketing team

Leverage the LUX Wealth Planning infrastructure to handle all aspects of back-office support, including marketing, scheduling, financial plan build, meeting follow-up, client email correspondence, on-boarding, and paperwork

Mentor Level I Advisors, supporting their knowledge, skills, and conviction

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investment solutionsFinancial planningCFP designationCRM SystemsMicrosoft ExcelTax planningInsurance planningInvestment planningRetirement planningBusiness planningEstate planningHealth examFINRA SIE examSeries 7 examSeries 6366 examsRelationship managementProspecting

Required

Demonstrated commitment to education and growth

5 to 10 years of successful risk and/or investment production

Financial planning experience (with a strong understanding of tax, insurance, investments, retirement planning, and business planning), coupled with basic estate planning.

CFP designation required; additional designations (CPA, CFA, ChFC, CLU, RICP) are a plus

Life and Health exam (or passed within 1 month)

FINRA SIE, Series 7, and Series 63 or 66 exams

Fluent with CRM Systems, Microsoft Excel