Senior Financial Planner [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Planner based in the United States.

This role is designed for an experienced financial planning professional who thrives in high-touch, member-focused environments and enjoys guiding individuals through complex retirement decisions. You will act as a trusted advisor for clients aged 55+, helping them navigate cash flow, investment strategy, tax planning, Social Security, Medicare, and estate considerations in a fully remote setting. The position blends technical financial expertise with strong emotional intelligence, requiring the ability to translate complex concepts into clear, actionable guidance. You will manage a high volume of virtual client sessions while maintaining exceptional service quality and building long-term trust. This is a fast-paced, tech-enabled environment where efficiency, structure, and empathy are equally important. You will also play a key role in shaping confident financial decisions that directly impact clients’ quality of life in retirement.

Accountabilities:

You will serve as the primary financial planning advisor for members, leading end-to-end planning engagements and ensuring each client receives clear, actionable, and personalized guidance across all aspects of their financial lives. Your work will combine deep technical planning with relationship-driven advisory support.

• Conduct multiple daily virtual strategy sessions, translating complex financial situations into clear, actionable retirement and life planning strategies
• Own the full financial planning lifecycle, including cash flow analysis, investment strategy, tax planning, risk management, and estate planning integration
• Advise clients on retirement-specific topics such as Social Security optimization, Medicare selection, pension coordination, and annuity planning
• Build strong, trust-based client relationships in a fully remote environment while maintaining a high-quality, structured advisory experience
• Manage a high-volume schedule with precision, ensuring responsiveness, consistency, and operational excellence across all client interactions
• Adapt communication style to client needs, providing reassurance, clarity, and confidence during key financial decision points

Requirements:

The ideal candidate brings extensive experience in financial planning with a strong focus on retirement and pre-retirement advisory services. You combine technical mastery with exceptional interpersonal skills and thrive in structured yet fast-paced environments.

• CFP® designation required
• 15+ years of client-facing financial planning experience, with significant focus on retirement and pre-retirement planning
• Strong expertise in cash flow planning, tax strategy, investment planning, and retirement income optimization
• Deep understanding of Social Security, Medicare, pensions, annuities, and estate planning integration
• Excellent written and verbal communication skills with strong attention to detail
• Proven ability to build trust and long-term relationships in a virtual advisory environment
• Advanced time management and scheduling discipline in high-volume client settings
• Comfortable using digital tools and technology platforms, including AI-assisted workflows

Benefits:

• Competitive base salary range of $135,000–$160,000 plus bonus potential based on experience and performance
• Equity opportunity (ISOs)
• Flexible PTO policy
• Comprehensive health coverage including medical, dental, and vision insurance
• 401(k) with employer match
• Short- and long-term disability coverage (company-paid)
• Life insurance options
• Paid parental leave
• Certification reimbursement support
• Fully remote work anywhere in the United States

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.