Virtual Lead Financial Planner

About the Position

This is a great opportunity for an experienced planner who enjoys deep analytical work and wants to make a meaningful impact without the pressure of business development. This would be an ideal role for someone who:

• Enjoys solving complex financial planning challenges for high-net-worth clients
• Takes ownership and follows through with exceptional attention to detail
• Welcomes candid feedback and views coaching as an opportunity for growth
• Thrive in a collaborative, low-ego environment where everyone contributes
• Appreciates established processes while continually looking for thoughtful improvements
• Is intellectually curious and committed to continuously improving technical knowledge
• Is self-motivated and enjoys working independently in a highly accountable remote environment

Qualifications

• 7+ years experience as a Lead Planner or Associate Planner
• CFP® designation required
• Experience serving high-net-worth clients
• Strong retirement, tax, and estate planning knowledge
• Experience working with Schwab, Fidelity or similar custodians
• Strong knowledge of Google Apps (Gmail, Docs, Spreadsheets, Presentations)
• Experience with CRMs and task management tools such as Asana
• Excellent communication skills with sophisticated clients
• High emotional intelligence and exceptional listening skills
• Comfortable learning and leveraging planning technology and workflow tools
• Strong organizational skills and ability to manage multiple priorities
• Exercises sound judgment, takes ownership, and consistently follows through
• Demonstrated commitment to continuous learning and professional development