Lead Financial Planner

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

Work directly with members aged 55+ as their financial life coach and guide. Help members navigate the transition into and through retirement. Focus on holistic planning challenges unique to the demographic. Provide sound, comprehensive financial advice. Help members make sense of complex financial lives in actionable ways. 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, income sources, and estate plans. Build trust and credibility to foster strong, long-term relationships remotely. Motivate members to take action on recommendations. Effectively manage calendar, time, and other tasks to ensure efficiency.