Senior Financial Planner

Senior Financial Planner

Join an innovative, rapidly growing financial services organization dedicated to helping individuals navigate the complexities of retirement. This is a unique opportunity to make a real impact in members' livesoffering a supportive culture, advanced technology, and true career growth.

Senior Lead Financial Planner Benefits & Compensation

• $135,000$160,000 base salary plus annual bonus opportunity
• Equity participation (ISOs)
• Flexible paid time off policy
• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Short- and long-term disability coverage (employer-paid), life insurance, and paid parental leave
• Certification reimbursement program
• Work from anywhere in the US

Senior Lead Financial Planner Requirements & Qualifications

• CFP designation required
• Minimum 10 years of client-facing financial planning experience, with deep expertise in pre-retirement and retirement strategies
• Preference for candidates located in Mountain or Pacific Time Zones
• Availability for member meetings up to 2 evenings per week
• Outstanding written and verbal communication skills
• Exceptional time and calendar management abilities
• Strong computer skills and comfort with new technology platforms

Senior Lead Financial Planner Preferred Background & Skills

• Deep passion for helping clients achieve their goals
• Embraces technology and AI-driven tools to improve member engagement
• Adaptable, process-oriented, and open to disruptive change in financial services
• Experience building rapport quickly in a virtual setting

Senior Lead Financial Planner Day-to-Day Responsibilities

• Conduct 46 virtual strategy sessions daily to guide members through retirement planning and related financial decisions
• Own the entire planning lifecyclecash flow, investments, tax strategies, risk management, Social Security, Medicare, pensions, estates
• Quickly establish trust and deliver an exceptional experience for every member in a remote setting
• Communicate complex information in actionable, easy-to-understand terms tailored for each member
• Manage client follow-up and emotional engagement to provide confidence and peace of mind
• Schedule and organize a high volume of member meetings using elite calendar management skills