Lead Financial Planner

Do what you became a financial planner to do: build meaningful client relationships, provide thoughtful financial advice, and help families make important financial decisions. John Moore Associates (JMA) is seeking an experienced Lead Financial Planner to serve as the primary advisor and trusted financial partner for established and new client relationships. This is an opportunity for an experienced CFP® professional who loves financial planning and working with clients but does not want success to depend on building a book of business, cold calling, or spending significant time on administrative tasks. No book of business is required. This is not a rainmaking or production role. JMA provides established client relationships as well as new relationships coming into the firm. Our Lead Financial Planners are supported by an Assistant Financial Advisor and Client Service Team, allowing them to focus their time and talents primarily on financial planning, advice, and client relationships. What You’ll Do Lead Client Relationships Serve as the primary advisor for assigned JMA families, including established relationships transitioned to you and new relationships coming into the firm. Develop deep, long-term relationships built on trust, excellent advice, and an understanding of each family's goals and priorities. Deliver Comprehensive Financial Planning Lead the development and ongoing implementation of comprehensive financial plans across retirement, investments, tax planning, estate planning, charitable giving, insurance and risk management, cash flow, and multigenerational planning. Lead Client Meetings Prepare for and lead client review and planning meetings, identify planning opportunities, communicate recommendations clearly, and ensure clients understand the decisions and actions being considered. Lead the Client Team Work closely with an Assistant Financial Advisor and Client Service Team. Delegate and coordinate follow-up and implementation so that client needs are handled accurately and efficiently without requiring the Lead Planner to process routine forms and administrative work. Provide Investment Advice Participate in JMA's weekly Investment Committee meetings to remain informed on portfolio strategy, markets, and investment recommendations so you can confidently communicate investment advice to clients. Coordinate With Other Professionals Collaborate with clients' CPAs, estate planning attorneys, insurance professionals, and other advisors to help ensure that financial strategies are coordinated across the client's financial life. Represent JMA Represent the firm professionally with clients, prospective clients, centers of influence, and within the community. While Lead Financial Planners may participate in relationship-building activities, this position does not carry traditional prospecting, cold-calling, or individual production requirements. Who We’re Looking For The ideal candidate is an experienced financial planner who has already demonstrated the ability to independently lead affluent client relationships. Required Qualifications CFP® certification 5+ years of financial planning or wealth management experience Experience serving as the lead advisor for client relationships Strong knowledge of comprehensive financial planning and investment management Series 65 or other appropriate investment adviser qualification, or ability to obtain promptly Exceptional client communication and relationship-management skills Strong judgment, emotional intelligence, and ability to communicate complex financial concepts clearly Ability to lead a client-service team and effectively delegate implementation and follow-up Bachelor's degree Preferred Qualifications 7+ years of financial planning or wealth management experience Experience advising affluent and high-net-worth families Experience with MoneyGuidePro or similar comprehensive financial planning software Certified Kingdom Advisor® (CKA®) designation or willingness to pursue it Experience coordinating advanced tax, estate, charitable, and multigenerational planning strategies Our Approach JMA provides comprehensive financial planning and investment advice to families and integrates a biblical worldview into our approach to stewardship, generosity, financial decision-making, and client service. The successful candidate should be comfortable working in this environment and capable of helping clients incorporate their values and priorities into thoughtful financial decisions. Compensation & Benefits Competitive base salary plus variable quarterly compensation 401(k) plan with employer match 100% employer-paid group health insurance 100% employer-paid dental and vision coverage 100% employer-paid disability income and life insurance Professional development and conference opportunities Minority equity opportunities based on tenure and performance This role may include periodic travel to meet with remote clients and strengthen long-term client relationships. #J-18808-Ljbffr John Moore Associates