Senior Lead Financial Planner

Responsibilities: As a Sr. Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology-backed advice. 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. Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm.

Requirements: 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 success. Flexibility to accommodate member meetings 2 nights per week. This role is salaried + bonus + equity and full benefits/401(k) match. I'd love to connect if you are interested in a new opportunity.