Planning Lead Advisor
2 months ago
Reports to: Director of Planning
Status: Exempt
Type: Hybrid or Remote
We are seeking a highly skilled and motivated Planning Lead Advisor to join our dynamic financial planning team. The Planning Lead Advisor will play a critical role in delivering comprehensive financial planning services to our clients. This position involves reviewing financial plans, presenting strategies, and collaborating with both clients and team members to ensure optimal financial outcomes.
Responsibilities:
- Assess and provide constructive feedback on eMoney plans prepared by Senior Planning Associates to ensure accuracy and alignment with client goals.
- Present and explain eMoney plans to Joint Work clients, addressing their questions and providing actionable insights.
- Draft and send post-meeting follow-up emails to clients and prospects, summarizing discussions, outlining next steps, and maintaining clear communication.
- Recommend and implement advanced financial planning strategies as outlined by the planning team's standard protocols, ensuring strategies are tailored to meet clients’ specific needs.
- Participate in prospect calls with the Director of Financial Planning to effectively communicate the value of our planning services and secure new client engagements.
- Collaborate with clients to gather necessary information and develop comprehensive financial plans that address their short-term and long-term financial goals.
- Provide ongoing support to clients by monitoring their financial plans, making adjustments as necessary, and addressing any issues or concerns that arise.
- Ensure all financial planning activities comply with industry regulations and company policies. Maintain accurate and detailed records of client interactions and financial plans.
- Stay current with industry trends, regulatory changes, and continuing education requirements to maintain certification and enhance professional expertise.
Skills and Experience:
- Certified Financial Planner (CFP) designation required or extensive background in tax or estate planning.
- 3+ years of experience in financial planning.
- Proficiency in financial planning software, including eMoney, and a strong understanding of advanced financial planning concepts and strategies.
- Excellent verbal and written communication skills, with the ability to present complex financial information clearly and effectively.
- Strong analytical and problem-solving skills, with attention to detail and the ability to make data-driven decisions.
- Demonstrated ability to build and maintain strong relationships with clients and team members.
-
Planning Lead Advisor
5 months ago
Mount Pleasant, United States Apollon Wealth Management, LLC Full timeReports to: Director of PlanningStatus: ExemptType: Hybrid or Remote We are seeking a highly skilled and motivated Planning Lead Advisor to join our dynamic financial planning team. The Planning Lead Advisor will play a critical role in delivering comprehensive financial planning services to our clients. This position involves reviewing financial plans,...
-
Planning Lead Advisor
2 months ago
Mount Pleasant, SC, United States Apollon Wealth Management, LLC Full timeReports to: Director of PlanningStatusExemptType: Hybrid or RemoteWe are seeking a highly skilled and motivated Planning Lead Advisor to join our dynamic financial planning team. The Planning Lead Advisor will play a critical role in delivering comprehensive financial planning services to our clients. This position involves reviewing financial plans,...
-
Strategic Financial Planning Associate
2 weeks ago
Mount Pleasant, Utah, United States Hantz Group Full timeJob OverviewHantz Group, a leading financial services company based in Michigan, is seeking a highly motivated Strategic Financial Planning Associate. This role offers an exciting opportunity to join a dynamic team and contribute to the success of our clients.Job Description:In this position, you will work closely with our experienced financial advisors to...
-
Planning Analyst
6 days ago
Mount Pleasant, United States Hantz Group Full timeJob DescriptionJob DescriptionPlanning Analyst InternHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...
-
Sales and Service Advisor
3 weeks ago
Mount Pleasant, Utah, United States USHEALTH - South Carolina (BUL-CH) Full timeYour Future AwaitsAbout USHA - Las Vegas (JTM-LV)We are seeking a dedicated Sales and Service Advisor to join our team. As a Sales and Service Advisor, you will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits...
-
Sales and Account Advisor
2 weeks ago
Mount Pleasant, Utah, United States USHEALTH - South Carolina (BUL-CH) Full timeWhy Choose USHEALTH?We are more than just a company – we are a community driven by our mission to help others. As a Sales and Account Advisor, you will be part of a dynamic team that values teamwork, leadership, and mentorship. You will enjoy a relaxed and flexible work environment, with opportunities for growth and development.Our industry-leading...
-
Customer Service Sales Advisor
6 days ago
Mount Pleasant, United States USHEALTH - South Carolina (BUL-CH) Full timeJob DescriptionJob Description Ready to Make a Difference?Our Advisors can make a real difference in people's lives. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable business services, consumer savings programs, and wellness benefits with access to health...
-
Director of Financial Planning and Analysis
5 days ago
Mount Pleasant, United States Apartment Management Consultants, LLC Full time $125,000 - $180,000We are currently seeking a Director of Financial Planning and Analysis!If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.The Director of Financial Planning and Analysis will play a critical role in driving financial strategy, analyzing performance, and supporting...
-
Project Advisor/Talent Search Position
4 weeks ago
Mount Pleasant, Michigan, United States Central Michigan University Full timeJob DescriptionThis role is located in Detroit, Michigan, serving 500 students across five partner Detroit Public middle and high schools. The Project Advisor position is a federally-funded TRIO program position providing academic, career, and financial counseling to its participants.Key ResponsibilitiesOrient target schools, personnel, community, parents,...
-
Director of Financial Planning and Analysis
2 weeks ago
Mount Pleasant, United States Apartment Management Consultants LLC Full time $125,000 - $180,000We are currently seeking a Director of Financial Planning and Analysis!The Director of Financial Planning and Analysis will play a critical role in driving financial strategy, analyzing performance, and supporting decision-making across the organization. This position offers the opportunity to work closely with senior leadership to shape our company's...
-
Director of Financial Planning and Analysis
2 weeks ago
Mount Pleasant, United States Apartment Management Consultants LLC Full time $125,000 - $180,000We are currently seeking a Director of Financial Planning and Analysis!The Director of Financial Planning and Analysis will play a critical role in driving financial strategy, analyzing performance, and supporting decision-making across the organization. This position offers the opportunity to work closely with senior leadership to shape our company's...
-
Safety Advisor for Electrical Projects
2 weeks ago
Mount Pleasant, Utah, United States HazTek Safety Management Full timeAbout the RoleWe are seeking a skilled 2nd Shift Project Safety Advisor to join our team at HazTek Inc. in Mt. Pleasant, WI.This role is responsible for ensuring best practices are implemented, safety compliance requirements are met, and enhancing the overall safety culture on specific projects.The estimated salary for this position is $85,000 - $105,000 per...
-
Planning Analyst
1 week ago
Mt Pleasant, United States ZipRecruiter Full timeJob DescriptionJob DescriptionPlanning Analyst Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...
-
Academic Advisor
1 week ago
Mt Pleasant, United States Central Michigan University Full timeACADEMIC ADVISOR Position Number: S-3504 Position Summary: An Academic Advisor manages a case load of students with a goal of providing comprehensive support for their academic performance, goals, and timely completion of their degree. An Advisor is responsible for assisting students with advising on majors, career exploration and development of academic...
-
Service Advisor Expert
3 weeks ago
Rocky Mount, North Carolina, United States Robbins Toyota Full timeJob Title: Service Advisor Expert About UsWelcome to Robbins Toyota, a leading dealership committed to excellence in customer service. We are seeking a skilled Service Advisor Expert to join our team.
-
Financial Advisor
7 days ago
Mount Laurel, United States First Command Financial Services, Inc. Full time*Financial Advisor Careers at First Command:*Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.*Shaping Positive Financial Behaviors since 1958**First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping...
-
Senior Environmental Planning Lead
2 weeks ago
Pleasant Hill, California, United States ETIC Full timeJob OverviewETIC is a leading environmental consulting company in the East Bay Area seeking an experienced Senior Environmental Planning Lead. This role offers a unique opportunity to lead a new business line, building on the company's expertise in environmental planning and permitting.The ideal candidate will have 10+ years of experience in the...
-
Financial Advisor
1 month ago
Pleasant Hill, United States Edward Jones Full timeJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Senior Financial Advisor Opportunity
17 hours ago
Mount Vernon, Ohio, United States Prudential Financial Full timeCompany OverviewPrudential Financial is a leading provider of financial solutions, committed to helping individuals and families achieve their long-term goals. Our success is built on a foundation of integrity, expertise, and a passion for delivering exceptional client experiences.About the RoleWe are seeking an experienced Financial Professional to join our...
-
Client Services Associate
2 months ago
Mount Pleasant, United States Alison Wealth Management Full timeCompany DescriptionAlison Wealth Management offers a fully integrated tax, investment, and advisory experience for high-net-worth families. Our holistic approach combines tax, investment, and advisory services to help clients make smarter decisions for their wealth. We provide expertise in investment management, tax optimization, retirement planning, and...