Prime Search's client is a leading subscription-based financial planning company that gives clients ongoing access to a dedicated Certified Financial Planner (CFP) for a flat annual fee. They are looking for a CFP to join their team.
Your Impact & Responsibilities
As a Sr. Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology-backed advice.
- Conduct 4–6 virtual member meetings per day, motivating members to take action 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‑quality 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.
- Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast‑paced energy of a scaling firm.
Requirements
- 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 driver of success.
- Flexibility to accommodate member meetings 2 nights per week.
This role is salaried + bonus + equity and full benefits/401(k) match.
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