Senior Financial Planner

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