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Finance / Legal
Financial Planning - Lead Advisor
@Apollon Wealth Management
[Hiring] Financial Planning - Lead Advisor @Apollon Wealth Management
Mar 29, 2025 - Apollon Wealth Management is hiring a remote Financial Planning - Lead Advisor. 💸 Salary: unspecified. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
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.
- 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.
Qualifications
- 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.
Requirements
- Mid Level
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Finance / Legal
Finance / Legal
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 29, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
