Swooped · 9 hours ago

Financial Planner

United States

Full-time

Remote

Entry, Mid Level

$75K/yr - $85K/yr

1+ years exp

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Responsibilities

Review incoming member messages during the absence of Senior Planners, assessing the urgency of the request and determining the best course of action.

Efficiently synthesize member needs and collaborate with team members to coordinate solutions.

Meet with members on an as-needed basis to address their inquiries and provide recommended next steps during their planner's absence.

Master in-house tools to assist fellow planners in building plans.

Guide members through the implementation of their financial plans by utilizing messaging and available tools to address questions and motivate them to take action.

Manage a small group of members as the sole planner, guiding them through the entire planning process and inspiring them to act on provided advice.

Effectively manage your calendar, time, and tasks to ensure efficiency.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CFP® designationMember-facing financial planningComputer skillsIn-house software proficiencyBuilding trust

Required

CFP® designation

1+ years of member-facing financial planning experience

Strong follow-up and written communication skills

Excellent interpersonal skills with the ability to build connections with members

Exceptional time management and communication skills—these attributes are key to success in this role

Proficiency in computer skills and ability to learn in-house software and tools

Benefits

Equity opportunities

Flexible PTO

Comprehensive benefits package: medical, dental, and vision insurance; 401(k) with employer match; short and long-term disability coverage; life insurance options; and paid parental leave

Certification reimbursement program

Work from anywhere in the US