Financial Planner - Remote

CFP® designation 1+ years of member facing financial planning experience Effective follow up and typing/written communication skills Excellent interpersonal skills and ability to build connections with members Exceptional time management and communication skills Excellent computer skills and ability to learn in-house software and tools Ability to thrive and build relationships in a remote environment

Review incoming member messages when Senior Planners are out. Synthesize member needs and coordinate solutions with team members. Meet with members to address questions and deliver recommended next steps during planner absences. Become an expert on in-house tools to assist planners. Guide members through plan implementation using messaging and in-house tools. Manage a small group of members as the sole planner. Effectively manage calendar, time, and tasks for efficiency.