Senior Lead Financial Planner

Job Description

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.

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

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• CFP® Designation (Required)
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• 3+ years of member-facing financial planning experience.
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• Exceptional written communication and typing skills (speed and accuracy are key).
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• Exceptional time and calendar management skills—this is the primary driver of success.
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• Flexibility to accommodate member meetings 2 nights per week.
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This role is salaried + bonus + equity and full benefits/401(k) match. I'd love to connect if you are interested in a new opportunity.