Financial Planning Lead
5 days ago
We are seeking a Financial Planning Lead to join our Upstate New York team based out of Amherst, NY. This role will be responsible for managing new client relationships and providing direct advice to clients.
The successful candidate will have a demonstrated passion for financial planning and a proven track record of managing complex client relationships.
Responsibilities:
- Originate, manage, and maintain relationships with clients by earning trust, understanding their needs, and delivering exceptional service.
- Oversee the implementation of financial planning recommendations and ensure seamless execution.
- Contribute to firm growth through participation in new business presentations and excellent ongoing client service.
- Engage with the firm's strategic planning process and contribute to business advancement initiatives.
Qualifications:
- CFP professional designation and bachelor's degree required.
- 10+ years of experience as a financial planner and client advisor.
- Dynamic and credible professional with exceptional presentation skills.
- Experience with eMoney, Salesforce, and Orion a plus.
FL Putnam is an equal opportunity employer.
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