Lead Financial Planner - Remote

Overview

The Lead Financial Planner is responsible for managing high net worth client relationships, developing financial and investment strategies, and providing outstanding client service in a fully remote environment.

In Short

• Manage 70+ high net worth relationships.
• Drive clear planning & investment strategies.
• Coordinate with colleagues for outstanding client service.
• Help develop the firm through training and mentoring.
• Must hold a CFP® designation.
• 5+ years of personal financial planning experience required.
• Expertise in financial planning software is a plus.
• Excellent communication and organizational skills needed.
• Must reside in the United States.
• Available to work 9AM to 5PM ET.

Requirements

• CFP® designation.
• 5+ years of personal financial planning experience.
• 3+ years managing high net worth relationships.
• Experience creating financial plans using leading software.
• Proficiency in Microsoft Excel.
• Clear communication skills, both verbal and written.
• Ability to work well under deadlines.
• Must be comfortable asking for help when needed.
• Track record of effective remote work.
• Must be aligned with the company's core values.

Benefits

• Full-Time W2 position.
• Base Salary starting at $125K.
• Target Bonus of 25% with a path to $200K+.
• 401-K Match (4%).
• Health, Dental, & Vision coverage.
• Long-Term Disability, HSA, Dependent Care FSA.
• Professional development stipend.
• Unlimited PTO.