Senior Financial Planner
Location: Remote
Compensation: Salary
Staff Reviewed: Fri, Nov 22, 2024
This job expires in: 19 days
Job Summary
A company is looking for a Senior Financial Planner to serve as a financial life coach for members, guiding them towards achieving their financial goals.
Key Responsibilities
- Build and maintain strong relationships with members through virtual meetings
- Encourage members to take action on financial recommendations, including investments and estate planning
- Manage operational tasks such as reviewing member portfolios and coordinating withdrawal needs
Required Qualifications
- CFP designation
- 3+ years of member-facing financial planning experience
- Flexibility to accommodate member meetings during evenings twice a week
- Exceptional time and calendar management skills
- Proficient in using in-house software and tools
COMPLETE JOB DESCRIPTION
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