Remote Lead Planner: Grow Client Book & Path to Equity

Jobleads-US

Remote job

Chesapeake Financial Planners in the United States seeks an experienced Lead Planner (CFP) to manage client relationships, design comprehensive financial plans using RightCapital, Salesforce and PreciseFP, and deliver fiduciary guidance through the R.U.D.D.E.R.™ framework.

You’ll join a tech-forward, client-first team with firm-sourced leads, mentorship, and opportunities to grow into partnership or equity.

#J-18808-Ljbffr Jobleads-US

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Remote Lead Planner: Grow Client Book & Path to Equity in Kentucky vacancy

Lead Planner
...Chesapeake Financial Planners, we believe... ...— and we’re growing a team that shares... ...or looking to lead your own book, you’ll find... ...positions are remote , aligned to... ...Planners, we help clients cut through financial... ...grow, with a path to partnership or equity for the right...
Remote work
Employment Equity
Jobleads-US
Kentucky
2 days ago
Remote Travel Planner & Client Experience Lead
Departure Travel is seeking a motivated Remote Customer Service Vacation Planner to join our growing remote team. You will guide clients through every stage of travel planning, respond to inquiries, and ensure a smooth booking experience. In this flexible remote role,...
Remote job
Flexible hours
Departuretravels
Plano, TX
3 days ago
Lead Consultant, Client Communications
$101k - $173k
...and a broad range of equity, fixed income, and... ...partnership so our clients can feel more... ...support your career path, as well as compensation... ...the opportunity to grow and make a... ...strategies.Develops and leads a customized participant... ..., Washington and remote workers$111,000.00...
Remote work
Employment Equity
Full time
Local area
Work from home
1 day per week
T. Rowe Price
Baltimore, MD
3 days ago
Lead Client Relationship Manager, College Savings
$99k - $178k
...solutions and a broad range of equity, fixed income, and... ...partnership so our clients can feel more confident... ...to support your career path, as well as compensation... ...for the opportunity to grow and make a difference in... ..., Washington and remote workers$99,000.00 - $17...
Remote work
Employment Equity
Full time
Contract work
Local area
Work from home
1 day per week
T. Rowe Price
Owings Mills, MD
2 days ago
Lead Technology Strategist
$125k - $190k
...part of TEKsystems, a leading provider of business and... ...implementation. Whether clients are establishing a... ...area, but we are open to remote locations across the U.... ...anyway. We know smarts grow from a breadth of experiences... ...location, internal equity, and other pertinent job...
Remote work
Employment Equity
Permanent employment
Full time
Temporary work
Shift work
TEKsystems
Chicago, IL
3 days ago
Remote Travel Planner & Client Experience Lead
Departure Travel is seeking a proactive Remote Family Travel Planner and Advisor to join our client-focused team. You will guide clients through every stage of... ...itineraries, and communicate clearly to ensure a seamless booking experience. This flexible remote position...
Remote job
Flexible hours
Departuretravels
Austin, TX
1 day ago
Team Lead, Client Partnerships
$292k - $373k
Ibotta is seeking a Team Lead, Client Partnerships to join our innovative... ...sellers to join our rapidly growing team. We embrace a team-based... .... Louis may be eligible for remote work.What you will be doing:Hire... ...range: $292,000 - $373,000. Equity is granted in addition to the...
Remote work
Employment Equity
Full time
Live in
Work at office
Flexible hours
Ibotta
New York, NY
17 hours ago
Client Scheduling - Client Scheduling - Team Lead
...the role:Providing our clients with exceptional service... ...Client Scheduling Team Lead (Midwest), you will... ...parties will participate—remote, in person, or hybrid—and... ...payday, and employee equity and referral programs.Work... ...your skills and growing your career.A culture where...
Remote work
Employment Equity
Temporary work
For subcontractor
Summer work
Local area
Veritext Legal Solutions
Chicago, IL
5 days ago
Insurance Strategist - Remote
$69k - $83k
...Greylock and Y Combinator, fully remote since 2018. As a Client Strategist , you will be... ...ensure brands are on the leading front of SMS Marketing.... ...compensation & significant equity (we do not have geo based salaries... ...impact the company and grow your career! Work from home...
Remote work
Employment Equity
Work from home
Flexible hours
Post Script
New York, NY
3 days ago
Corporate Strategist - Remote
$58.76k - $97.94k
...a highly strategic and client-focused Strategic Presentation... ...Strategy Manager to lead the development of... ...understand, activate, and grow through integrated... ...Performance Bonus Plan* Equity grants, sign-on bonuses... ...required, including for remote-eligible roles, local pay...
Remote work
Employment Equity
Work experience placement
Local area
Relocation package
Flexible hours
Inmar Inc.
Brooklyn, NY
5 days ago
Surface & Storm Water Practice Area Lead
$150.25k - $210.05k
...outreach to help clients move work... ...office and 2 days remote. Position Description... ...Practice Area Lead This role... ...collaborative leader to grow and guide our... ...offers a clear path to future... ...our Diversity, Equity and Inclusion Workgroup... ...Workgroup, book clubs, charitable...
Remote work
Employment Equity
Full time
Temporary work
Work experience placement
Work at office
Local area
Flexible hours
Night shift
Afternoon shift
West Yost
Davis, CA
a month ago
Remote Travel Planner - Client-Focused Booking Expert
gawjusviews travel is looking for Remote Travel Coordinators to assist clients with planning and booking travel arrangements. You will provide exceptional customer service throughout the travel experience. The role involves maintaining accurate client records, researching...
Remote job
Flexible hours
gawjusviews travel
Wilmington, DE
3 days ago
Principal Environmental Planner - FERC
$114.59k - $149.32k
...Principal Environmental Planner to support our growing portfolio of... ..., driving client success, and mentoring... ...for distributed (remote) work. Pay rate will... ...role, you will lead projects spanning... ...to salary equity and transparency.... ...clear and structured path to meaningful career...
Remote work
Employment Equity
Full time
Local area
Immediate start
SWCA
Houston, TX
1 day ago
Account Manager | Grow Existing Clients
$140k - $150k
...renewals of healthcare SaaS clients, such as EHR, EMR, or RCM? Have... ...may be a fit! This growing EHR & RCM company was founded... ...physician and is now backed by a leading private equity firm; they’re scaling... ...opportunity to overearn. ~ Fully remote role ~ Comprehensive...
Remote work
Employment Equity
Full time
One Eighty Collective
United States
4 days ago
Investment Strategist, Artificial Intelligence
$200k - $300k
...and a broad range of equity, fixed income, and... ...partnership so our clients can feel more... ...support your career path, as well as compensation... ...the opportunity to grow and make a... ...Strategist will serve as a leading investment-facing subject... ..., Washington and remote workers$200,000.00-...
Remote work
Employment Equity
Full time
Local area
Work from home
1 day per week
T. Rowe Price
Baltimore, MD
4 days ago
Lead Environmental Planner
$90k - $130k
...Detroit Lakes, St. Cloud, Minnetonka, MN) / Remote Location also considered The location... ...to attend in person key business, client, and project related meetings, including... ...education, licensure, job location, and internal equity.) EOE/AA Please email brianna....
Remote work
Employment Equity
Temporary work
Work at office
Flexible hours
Apex Engineering Group
Minot, ND
23 days ago
Senior Litigation Partner — Lead Trials & Grow Your Book
...established litigation partner to join our growing practice. This role offers leadership... ...junior lawyers while cultivating a personal book of business. This is a forward‑looking... ...opportunity to join a respected firm with an equity‑driven partnership and a platform to grow...
Employment Equity
Jones, Skelton & Hochuli, P.L.C.
Phoenix, AZ
5 days ago
Retirement Strategist
$143k - $245k
...solutions and a broad range of equity, fixed income, and... ...partnership so our clients can feel more confident... ...to support your career path, as well as compensation... ...for the opportunity to grow and make a difference in... ...Team, and can be remote or in-person.FINRA RequirementsFINRA...
Remote work
Employment Equity
Full time
Work experience placement
Local area
T. Rowe Price
Baltimore, MD
1 day ago
Medical Strategy Lead Clinical Advisor
$213k - $280k
...collaborative Medical Strategy Lead, Clinical Advisor to... .... This position can be remotely based.This highly... ...into account internal equity and also may vary depending... ...a place where you can grow, and have the freedom... ...carve your own career path to achieve your full potential...
Remote work
Employment Equity
Permanent employment
Work at office
Local area
UCB Group
Atlanta, GA
4 days ago
Lead Client Partner
$210k - $300k
Lead Client Partner**Ready to turn bold ideas into real-world impact?*... ...global enterprises work smarter, grow faster, and transform at... ...Growth Enablement Leadership**Remote Type -**Hybrid**Work Shift -*... ...geographic location; and internal equity.****Why join Genpact?** • **...
Remote work
Employment Equity
Shift work
Jobleads-US
New York, NY
3 days ago
AI Ecosystem & Distributed Innovation Lead
$122k - $209k
...and a broad range of equity, fixed income, and... ...partnership so our clients can feel more... ...support your career path, as well as compensation... ...the opportunity to grow and make a... ...Distributed Innovation Lead will build and scale... ...Colorado, Washington and remote workers$135,000.00...
Remote work
Employment Equity
Full time
Local area
Work from home
1 day per week
T. Rowe Price
Baltimore, MD
4 days ago
Retirement Plan Admin Assistant — Onsite, Growth Path
$23 - $25 per hour
...Inc. 5000’s Fastest Growing Private Companies... ...risk for its clients, delivered by local... ...coast network of 19 leading firms including HowardSimon... ...RSG”), Retirement Planners and Administrators... ...(“CRP”), Benefit Equity ("BEI"), United... ...- Hybrid and remote options available...
Remote work
Employment Equity
Hourly pay
Full time
Contract work
For contractors
Work experience placement
For subcontractor
Work at office
Local area
Visa sponsorship
Flexible hours
Strongpoint Partners
Chino Hills, CA
2 days ago
Defined Contribution Client Leader - Virtual
...culture and promise that our clients expect. We are... ...and “Top 100 Company for Remote Jobs” 6 years in a row.... ...risk management while leading governance, oversight,... ...tremendous potential with a growing worldwide organization.... ...market data, internal equity, and geography. Alight...
Remote work
Employment Equity
Contract work
Work at office
Local area
Work from home
Worldwide
Flexible hours
Alight Solutions
Springfield, IL
4 days ago
Work From Home Booking Administrative Planner
...overlooked? We're looking for a Booking Administrative Planner to help coordinate travel arrangements and keep client bookings organized from the... .... What We Offer Fully remote, work-from-home environment.... ...to develop new skills and grow within the team....
Remote work
Full time
Part time
Work from home
Flexible hours
traveling-with-mchaila
United States
2 hours ago
Investments AI Enablement Lead
$111k - $166k
...and a broad range of equity, fixed income, and... ...partnership so our clients can feel more... ...support your career path, as well as compensation... ...the opportunity to grow and make a... ...Investments AI Enablement Lead to accelerate how investment... ..., Washington and remote workers$111,000.00-...
Remote work
Employment Equity
Full time
Work at office
Local area
1 day per week
T. Rowe Price
Baltimore, MD
4 days ago
Lead / Associate Financial Advisor (Fee Only RIA - Remote)
...Financial is a growing, fee-only... ...virtually with most clients. We help... ...is a hybrid lead/associate advisor... ...a motivated planner who wants to... ...an existing book of ongoing client... ...and want a path toward a... ...is primarily remote/virtual but may... ...business owners, equity compensation,...
Remote job
Employment Equity
Part time
Work at office
Local area
Flexible hours
Shift work
Impact Financial LLC
Boston, MA
27 days ago
Remote SEO Strategist: Lead Client-Driven SEO & Strategy
$60k - $65k
A leading digital marketing agency is seeking an Intermediate Search Consultant to lead SEO initiatives and manage client relationships. The ideal candidate will have 3-5 years of SEO experience and be proficient in various SEO tools, including SEMrush and Ahrefs. Responsibilities...
Remote job
Flexible hours
Hive Digital, Inc.
Triangle, VA
3 days ago
Hybrid Insurance Sales Pro - Grow Your Book & Help Clients
...Producer) to build relationships with new clients, assess coverage needs, and present... ...that protect what matters most. You’ll grow your book of business through proactive service and... ...by comprehensive training and a hybrid remote work arrangement in a dynamic, client-focused...
Remote work
Blue Ridge Risk Partners
Gaithersburg, MD
2 days ago
Design Strategist (Remote)
$100k
...outcomes we create for clients, and one another as teammates... ...designers who are booked out but not profitable;... ...of 25. They want to grow in a way that is sustainable... ...’t yet know. You enjoy leading others by influence.... ...We Work This is a remote position, though relationships...
Remote work
Local area
Ellevated Outcomes
United States
4 days ago
Vice President, Client Success - Health Plan Market Leader
$180k - $195k
...Health Plan Market Leader, Client Success is the lead client success executive responsible... ...processes that support a growing and evolving market segment... ...is not a digital nomad or remote international position;... ...summer flex time  Company equity  Bonus program  401(k) plan...
Remote work
Employment Equity
Full time
Summer work
Work at office
Flexible hours
3 days per week
Progyny
New York, NY
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Lead Planner: Grow Client Book & Path to Equity. Be the first to apply!