Certified Senior Financial Planner

Job Summary

To support a growing practice, the part-time Certified Senior Financial Planner will conduct virtual member meetings, provide actionable financial advice, and build long-term relationships in a remote setting.

Key responsibilities

• Conduct 4-6 virtual member meetings daily, motivating members to act on personalized recommendations
• Rapidly build trust and credibility with members, ensuring a high-quality experience
• Partner with Trading and Investment Ops teams to manage portfolios and tax strategies while providing feedback on planning tools

Required qualifications

• CFP Designation (Required)
• 3+ years of member-facing financial planning experience
• Ability to work from 9am - 5pm local time M-W or W-F
• Exceptional time and calendar management skills
• Must NOT be registered with another firm or working in a capacity of conflict of interest