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 e