Lead Financial Planner

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🕒 June 10, 2025

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H&H Group Of Companies

WebsiteLinkedInAll Job Openings

501 - 1000 employees

H&H is a management company headquartered in DMCC, Dubai, U.A.E. The company owns and manages entities such as Al Bayader International LLC – Sharjah, U.A.E., Al Bayader International FZE – Jebel Ali, U.A.E., Al Bayader Modern Industries LLC – Sharjah, U.A.E., Al Bayader Pack – Doha, Qatar and Al Bayader International – Muscat, Oman which manufacture and distribute several brands such as Al Bayader®, Fun®, Bcleen®, BYB®, Waraq®, Green Track® and Promenade®. Its activities include intellectual property rights management too.

📋 Description

• Utilize company-provided leads to engage with potential clients, understand their financial needs, and develop tailored financial plans • Create comprehensive financial plans that include investment strategies, retirement planning, tax planning, and estate planning • Build and maintain long-term relationships with clients, providing ongoing support and advice to help them achieve their financial goals • Effectively communicate the value of our financial planning services to potential clients and convert leads into loyal customers • Ensure all financial planning activities comply with industry regulations and company policies

🎯 Requirements

• Proven experience as a financial planner or in a similar role • Experience with commission-based sales is a plus • Certified Financial Planner (CFP), Series 65, Series 66, Insurance Licensed helpful • Strong analytical skills • Excellent communication and interpersonal skills • Ability to build trust with clients • Proficiency in financial planning software and tools • Fast and reliable home internet • Ability to adapt and learn Technology quickly • Secure and Quiet place to conduct business virtually • Clean and Professional Credit and Criminal Check • Non-Compete and/or Non-Solicit Employment Agreement: Will be required • Must be US resident and working in the US full time • Experience in eMoney, Money Guide Pro, or similar program for planning purposes

🏖️ Benefits

• Access to high-quality leads • Ongoing training and development • Support from a dedicated team • Health Insurance Reimbursement Plan • Full Home Tech Package for remote work • Multiple Revenue funnels, including Trust, AUM, Entity Creation, Insurance, Annuities, Financial Planning • 401k with staggered 5% company match • Educational Reimbursement Program • Signing bonus possible for an existing book of business conversion • All CE and E&O Insurance covered