Senior Financial Planner
$135,000–$160,000 year
RemoteUnited States
Job Summary
Conduct 4–6 virtual strategy sessions daily, translating technical financial complexities into actionable paths that align with members' long-term life goals. Take full ownership of the planning lifecycle, managing cash flow, advanced investment strategies, tax planning, and integrated risk management with a focus on pre-retiree and retiree issues. Establish deep trust in a remote environment while rapidly building connections with members aged 55+ through exceptional soft skills and emotional intelligence. Manage your calendar ruthlessly to provide an organized experience while adapting to the fast-paced energy of a scaling firm. Work from anywhere in the US with flexibility to accommodate member meetings two nights per week.
Required Qualifications
- CFP® designation", "15+ years of member facing financial planning experience with a significant focus on pre-retirement and retirement planning", "Exceptional follow up and typing/written communication skills", "Excellent interpersonal skills and ability to build connections with members", "Flexibility with hours to accommodate member meetings 2 nights per week", "Excellent computer skills and the ability to learn in-house software and tools", "Exceptional time and calendar management skills
Desired Qualifications
- MST or PST Location preferred
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