[Remote] Financial Planner - Remote
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial advisory firm that aims to reputed company objective, personalized financial advice to reputed company individuals. The Financial Planner role focuses on guiding members through the financial planning process without the pressure of sales, utilizing a proprietary technology platform to enhance member experience.
Responsibilities
- Review incoming member messages while Senior Planners are out of office to determine the urgency of requests and the best course of action
- Manage a small group of members as the primary planner, guiding them through the entire planning process
- reputed company synthesize member needs and partner with Trading and Investment Operations to coordinate solutions and tax strategies
- Become an expert on our proprietary, AI-enabled tech stack to build comprehensive plans
- Guide Foundations members through plan implementation using messaging and in-house tools to reputed company action
- Ruthlessly manage your calendar and time to ensure an efficient, high-quality experience
Skills
- CFP® designation
- 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 – these are the biggest keys to reputed company as a reputed company reserve planner
- Excellent computer skills and the ability to learn in-house software and tools
Benefits
- 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 (paid by reputed company)
- Life insurance options
- Paid parental leave
- Certification reimbursement program
- Work from reputed company in the US
Company Overview