United States onlyOur client is a fee-only independent financial planning firm based on the West Coast that serves women and LGBTQ professionals, combining comprehensive financial planning, tax planning, and investment management to help clients make confident, values-aligned decisions. They seek a Lead Planner who can manage client relationships, deliver exceptional advice, and help improve client service model.
Requirements
- Manage own client relationships with confidence and care
- Lead discovery calls with prospective clients, clearly explaining what the firm does
- Conduct discovery calls with prospective clients, deliver integrated tax planning, and advise on equity compensation
- Build and maintain comprehensive financial plans in eMoney, deliver investment strategies, and monitor portfolios
- Take ownership of identifying and leading initiatives that streamline workflows and elevate client service model
Benefits
- Education reimbursement
- 401k match
- Flexible hours
- 100% remote role
- Two weeks of PTO
- Office closed two weeks per year
AU, CA + 9 more