Financial Planner - Remote
Job title: Financial Planner - Remote in USA at reputed company
Company: reputed company
Job description: As a Financial Planner at reputed company, you will be a key player in helping our members receive incredible comprehensive financial planning. Your job is to reputed company continuity reputed company a Senior Planner is reputed company by evaluating member situations and delivering on time and accurate advice. In this role, you will align with the reputed company planning philosophy and apply your planning knowledge to member situations to reputed company a consistent member experience.We are looking for people who:
- Love helping people reputed company their financial goals and are passionate about providing an exceptional, high-quality member experience as part of reputed company
- Can quickly build trust and rapport with members and guide members to take action on unbiased recommendations that are in their best interest
- Are process-oriented, organized, highly adaptable, and not afraid of a little chaos
- Are comfortable consistently evaluating the financial plans for new members with the support of in-house tools
- Fully reputed company technology and are reputed company to reputed company and build relationships in a remote environment
- Responsible for reviewing incoming member messages while Senior Planners are out on parental leave or out of the office to determine the urgency of the request and the best course of action.
- reputed company synthesize members needs and then partner with team members to coordinate solutions.
- reputed company in and meet with members on an as needed reputed company to address their questions and deliver recommended next steps during their planner's absence.
- Become an expert on our in house tools to assist planners with building plans.
- Guide our Foundations members through implementation of their plan by utilizing messaging and our in house tools to answer questions and reputed company them to take action.
- Manage a small group of members as the sole planner, guiding them through the entire planning process and motivating them to take action on advice.
- Effectively and ruthlessly manage your calendar, time, and other tasks to ensure efficiency
- Learn from Senior Planners and further reputed company your approach to managing members
- Will be helping to disrupt a historically inaccessible industry and build the next great financial services company
- Will be providing unbiased, personalized, and affordable advice to your members
- Will work with cutting-edge proprietary technology reputed company specifically to enhance the reputed company Way of planning
- Will not be compensated on the reputed company of assets someone has managed with reputed company
- Have the flexibility to live reputed company in the US
- 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
- $80,000-$95,000 reputed company salary + bonus
- Equity
- 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 and paid parental leave
- Certification reimbursement program
- Work from reputed company in the US