Planning Lead Advisor
Apollon Wealth Management
Job Description
Job Description
Planning Lead Advisor
Reports to: SVP of Financial Planning
Status : Exempt
Type: Hybrid or Remote
- Prepare, assess and provide constructive feedback on eMoney plans prepared by Planning Associates and other team members to ensure accuracy and alignment with client goals.
- Present and explain eMoney plans to Joint Work clients and Apollon advisors, 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 assist in the implementation of 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 SVP 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.
- Certified Financial Planner (CFP) designation required.
- Life, Disability and Long-Term Care Insurance License
- Series 65 or 66
- 3+ years of experience in financial planning. Preferable experience in leading client meetings.
- 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.
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