Financial Planner (Associate & Lead)

Lead Financial Planner Job Summary: Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software. Support Lead Advisors by managing day-to-day client needs while identifying cross-sell opportunities. Excel in a collaborative team environment prioritizing client relationships over sales volume.

Key Responsibilities:

• Act as main point of contact for Holistic Wealth Management division clients.


• Prepare comprehensive financial plans, retirement income projections, and asset allocation analyses.


• Develop investment portfolio summaries and performance reports.


• Analyze tax strategies using specialized planning software.


• Run annuity, life insurance, and long-term care illustrations.


• Conduct regular client reviews and proac...