Facet · 11 hours ago

Senior Financial Planner

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

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Responsibilities

Foster strong relationships with members remotely by providing a consistent, high-quality member experience with each interaction

Deliver our high value service to members via 4-5 virtual member meetings per day to help them achieve their goals by acting as a financial life coach

Drive members to take action on recommendations- – A successful planner will be able to emphasize to our members the importance of our solutions, including investments, insurance, and estate planning being part of their plan as it aligns with their goals

Efficiently and timely respond to member inquiries and requests

Learn and quickly adopt and implement new skills, processes, and technology

Partner with team members to manage operational items including assisting with reviewing member portfolios and recommending investment solutions based on member risk/goals, coordinating member withdrawal needs and tax strategies for assets

Effectively and ruthlessly manage your calendar, time, and other 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® designationFinancial planning experienceTyping/written communicationComputer skillsRemote relationship building