Helping retirees and pre-retirees replace their financial anxiety with relaxed confidence about their future.
Lead Financial Planner
Location
United States
Posted
60 days ago
Salary
$125K - $150K / year
Job Description
Job Requirements
- Hold your CFP® designation
- 5+ years of personal financial planning experience
- 3+ years running high net worth relationships
- 10+ years of total work experience
- Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital)
- True Expert in at least one of the 3 leading financial planning softwares
- Microsoft Excel geek
- Very clear thinker and communicator (verbal and written)
- Well organized and respectful of client service standards
- Very good at detailed work AND "connecting" it to the bigger picture
- Consistently demonstrate our core values (curiosity, tenacity, service, rigor, clarity)
Benefits
- 401-K Match (4%)
- Health, Dental, & Vision
- Long-Term Disability
- HSA
- Dependent Care FSA
- Professional development stipend
- Unlimited PTO
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