Senior Lead Financial Planner

Our client is seeking a Senior Lead Financial Planner to join their team.

Their mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, they provide holistic planning that goes far beyond investments to address every way money impacts life. Their team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows the firm to integrate advice into their members' entire financial picture—all for an affordable, flat membership fee.

Your Impact & Responsibilities

As a Senior Lead Financial Planner, you will act as a financial life coach and guide for members aged 55+, helping them navigate the complex transition into and through retirement.

• High-Impact Engagement: Conduct 4–6 virtual strategy sessions per day, translating technical complexities into actionable paths that align with your members' long-term life goals and inciting action.
• Comprehensive Execution: Take full ownership of the planning lifecycle—from cash flow management and advanced investment strategies to tax planning strategies and integrated risk management. Deeply focus on pre-retiree/retiree issues, including Social Security claiming, Medicare options, income source coordination (pensions, annuities), and estate plan integration.
• Relationship Management: Rapidly establish deep-seated trust in a remote environment, maintaining an organized and elite client experience within the dynamic, fast-paced energy of a scaling firm.
• Emotional Architect: Exceptional soft skills to expertly provide confidence and reassurance in the plan. Effectively manages member emotions and adjusts communication style based on audience.
• Elite Time Management: Effectively and ruthlessly manage your calendar to provide an organized experience while staying adaptable to the fast-paced energy of a scaling firm.

Who You Are

• A Passionate Advocate: You love helping people reach their goals and thrive when working with a large volume of members.
• A Tech Champion: You fully embrace technology and AI-driven tools to enhance your efficiency and the member experience.
• Adaptable & Organized: You are process-oriented but not afraid of the intensity and chaos that comes with disrupting a legacy industry.

A Relationship Builder: You can build deep connections quickly in a virtual environment.

Requirements

• CFP® designation
• MST or PST Location preferred
• 15+ years of member facing financial planning experience with a significant focus on pre-retirement and retirement planning.
• Exceptional follow up and typing/written communication skills
• Excellent interpersonal skills and ability to build connections with members
• Flexibility with hours to accommodate member meetings 2 nights per week
• Excellent computer skills and the ability to learn in-house software and tools
• Exceptional time and calendar management skills – this is one of the biggest keys to success as a Facet planner

Benefits

• $135,000 - $160,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees
• Equity (ISOs)
• Flexible PTO
• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long-term disability coverage (paid by firm), life insurance options, and paid parental leave
• Certification reimbursement program
• Work from anywhere in the US

Originally posted on Himalayas