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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’ 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 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 4–6 virtual strategy sessions daily to guide members through retirement planning and related financial decisions
- Own the entire planning lifecycle—cash 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
JOB ID: 178003
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James Barrineau