Senior Financial Planner

Senior Financial PlannerJoin 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' lives—offering a supportive culture, advanced technology, and true career growth.Senior Lead Financial Planner Benefits & Compensation$135,000–$160,000 base salary plus annual bonus opportunityEquity participation (ISOs)Flexible paid time off policyComprehensive health, dental, and vision insurance401(k) with company matchShort- and long-term disability coverage (employer-paid), life insurance, and paid parental leaveCertification reimbursement programWork from anywhere in the USSenior Lead Financial Planner Requirements & QualificationsCFP® designation requiredMinimum 10 years of client-facing financial planning experience, with deep expertise in pre-retirement and retirement strategiesPreference for candidates located in Mountain or Pacific Time ZonesAvailability for member meetings up to 2 evenings per weekOutstanding written and verbal communication skillsExceptional time and calendar management abilitiesStrong computer skills and comfort with new technology platformsSenior Lead Financial Planner Preferred Background & SkillsDeep passion for helping clients achieve their goalsEmbraces technology and AI-driven tools to improve member engagementAdaptable, process-oriented, and open to disruptive change in financial servicesExperience building rapport quickly in a virtual settingSenior Lead Financial Planner Day-to-Day ResponsibilitiesConduct 4–6 virtual strategy sessions daily to guide members through retirement planning and related financial decisionsOwn the entire planning lifecycle—cash flow, investments, tax strategies, risk management, Social Security, Medicare, pensions, estatesQuickly establish trust and deliver an exceptional experience for every member in a remote settingCommunicate complex information in actionable, easy-to-understand terms tailored for each memberManage client follow-up and emotional engagement to provide confidence and peace of mindSchedule and organize a high volume of member meetings using elite calendar management skills