Lead Financial Planner
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Job Description
Lead Financial Planner providing financial life coaching for members aged 55+. Conduct virtual strategy sessions, focusing on comprehensive execution and relationship management in retirement planning.
Responsibilities:
- 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.
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 - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees
- Equity (ISOs)
- Flexible PTO
- All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
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