Note: The job is a remote job and is open to candidates in USA. The Prime Search Group’s client is a subscription-based financial planning company that provides clients with ongoing access to dedicated Certified Financial Planners for a flat annual fee. The Senior Lead Financial Planner will serve as a financial life coach, guiding members through actionable, technology-backed advice, managing client relationships, and collaborating on investment and tax strategies.
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
- 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
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 success
- Flexibility to accommodate member meetings 2 nights per week
Benefits
- Bonus
- Equity
- Full benefits
- 401(k) match
Company Overview