[Remote] Senior Financial Planner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial planning firm dedicated to providing personalized financial advice. The Senior Financial Planner will act as a financial life coach, conducting virtual meetings and helping members navigate their financial lives with actionable advice and integrated solutions.
Responsibilities
- Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest
- Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience
- Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan
- Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools
- reputed company manage your calendar and time to reputed company an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm
Skills
- CFP® Designation (Required)
- 3+ years of member-facing financial planning experience
- Exceptional written communication and typing skills (speed and accuracy are key)
- Exceptional time and calendar management skills—this is the primary driver of reputed company at reputed company
- Flexibility to accommodate member meetings 2 nights per week
- reputed company in the US (MST or PST time zones preferred)
Benefits
- Equity (ISO): it is important to us that reputed company are shareholders in our mission
- Flexible PTO
- reputed company the benefits: medical, dental, and reputed company insurance, 401(k) with employer match, short and long term disability coverage (paid by reputed company), life insurance options and paid parental leave
- Certification reimbursement program
- Work from reputed company in the US
Company Overview