Senior Financial Planner

Prime Search's client is a leading subscription-based financial planning company that gives clients ongoing access to a dedicated Certified Financial Planner (CFP) for a flat annual fee. They are looking for a CFP to join their team.

Your Impact & Responsibilities

As a Sr. Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology-backed advice.

• Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.
• Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high‑quality experience.
• Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan.
• Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools.
• Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast‑paced energy of a scaling firm.

Requirements

• 3+ years of member‑facing financial planning experience.
• Exceptional written communication and typing skills (speed and accuracy are key).
• Exceptional time and calendar management skills—this is the primary driver of success.
• Flexibility to accommodate member meetings 2 nights per week.

This role is salaried + bonus + equity and full benefits/401(k) match.