Financial Planner - Remote

CFP® designation required. 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 during Senior Planner absences to determine urgency and course of action. Synthesize member needs and partner with team members to coordinate solutions. Meet with members as needed to address questions and deliver recommended next steps during planner absence. Become an expert on in-house tools to assist planners with building plans. Guide members through plan implementation, answering questions and inspiring action. Manage a small group of members as the sole planner, guiding them through the planning process and motivating them to take action on advice. Effectively manage calendar, time, and tasks for efficiency.