Financial Planner

Job Summary

A company is looking for a Financial Planner to provide comprehensive financial planning support to members.

Key Responsibilities

• Review incoming member messages and determine urgency and appropriate actions
• Meet with members to address questions and provide recommended next steps in the absence of Senior Planners
• Guide members through the implementation of their financial plans and manage a small group of members throughout the planning process

Required Qualifications

• CFP designation
• 1+ years of member-facing financial planning experience
• Exceptional time management skills
• Excellent computer skills and ability to learn in-house software and tools
• Ability to build connections with members