Senior Lead Financial Planner

Location: United States 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