Lead Financial Planner

CFP® designation 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

Guide members aged 55+ through retirement transitions. Focus on holistic planning challenges unique to the retirement demographic. Provide comprehensive financial advice and help members make sense of complex financial lives. Focus heavily on retirement income planning, risk management, and legacy considerations. Conduct 4-6 virtual member meetings per day. Deeply focus on pre-retiree/retiree issues, including Social Security, Medicare, coordinating income sources, and estate plan integration. Build trust and credibility to foster strong, long-term relationships with members remotely. Motivate members to take action on appropriate recommendations. Effectively manage calendar, time, and other tasks for efficiency.