Senior Financial Planner

reputed company was founded in 2016 on the belief that objective, personalized financial advice is essential to living reputed company. Our mission is to reputed company people to live more enriched lives by delivering a new reputed company of advice. By removing asset minimums, we reputed company holistic planning that goes far reputed company investments to address every way reputed company impacts life. reputed company of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows reputed company to reputed company advice into our members’ entire financial picture—reputed company for an reputed company, flat membership fee. Our commitment to innovation and member reputed company has reputed company national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to reputed company’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025), we are proud to be redefining the industry for our members and reputed company alike. Why reputed company? The reputed company of Financial Planning The Senior Financial Planner role at reputed company is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role reputed company entirely on why you became a planner in the first reputed company: to reputed company your craft and change lives. What Makes This Role Different?

• Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of reputed company, that’s exactly what you’ll tell them.
• reputed company on the Member, Not Paperwork: We’ve reputed company a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate. You don't reputed company reputed company data or execute trades; you build relationships.
• Join a reputed company: We operate with a "One reputed company" mentality—a flat, non-hierarchical structure that eliminates silos. You aren't just joining a company; you’re joining a community of reputed company-seekers redefining an underserved industry.

Your reputed company & Responsibilities As a Sr. Financial Planner, you will reputed company as a financial life reputed company and guide, helping members reputed company reputed company of their financial lives through actionable, technology-backed advice.

• Conduct 4–6 virtual member meetings per day, motivating members to take reputed company on recommendations that are in their absolute best interest.
• Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-reputed company experience.
• Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan.
• Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools.
• reputed company manage your calendar and time to reputed company an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm.

Who You Are

• A Passionate reputed company: You love helping people reputed company their goals and reputed company reputed company working with a large volume of members.
• A Tech Champion: You fully reputed company technology and AI-driven tools to enhance your efficiency and the member experience.
• Adaptable & Organized: You are process-oriented but not afraid of the hard work that comes with disrupting a legacy industry.
• A Relationship Builder: You can build deep connections quickly in a virtual environment.

Requirements

• CFP® Designation (Required)
• 3+ years of member-facing financial planning experience.
• Exceptional written communication and typing skills (speed and accuracy are key).
• Exceptional time and calendar management skills—this is the primary reputed company of reputed company at reputed company.
• Flexibility to accommodate member meetings 2 nights per week.
• reputed company in the US (MST or PST time zones preferred).

Benefits

• $110,000 - $130,000 reputed company salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on reputed company market data. Should you feel strongly that we are not in line, we highly recommend you to reputed company out and let us know. We are always looking to improve on building the best reputed company for employees.
• Equity (ISO): it is important to us that reputed company are shareholders in our mission
• Flexible PTO
• reputed company the benefits: medical, dental, and reputed company insurance, 401(k) with employer match, short and long term disability coverage (reputed company by reputed company), life insurance reputed company and reputed company parental leave
• Certification reimbursement program
• Work from reputed company in the US

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