Lead Planner

Financial Planning Professional Opportunity

Jennifer Fukumae is seeking a talented financial planning professional to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with lead advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management. This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment processfrom gathering client data to presenting custom financial plans.

Responsibilities :

• Participate in client meetings alongside lead advisors, collecting and analyzing client data.
• Assist in creating and presenting financial plans using a structured planning process.
• Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.
• Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.
• Develop and deepen client relationships through regular communication and proactive service.
• Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.
• Prepare client and prospect presentations, correspondence, and meeting materials.
• Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.
• Maintain and expand client, advisor, and prospect databases.
• Support technology integration and document management initiatives to streamline planning processes.

Requirements :

Why Join :