What are the responsibilities and job description for the Senior Financial Planner position at Goodwin Recruiting?
Senior Financial Planner
Join an innovative, rapidly growing financial services organization dedicated to helping individuals navigate the complexities of retirement. This is a unique opportunity to make a real impact in members’ lives—offering a supportive culture, advanced technology, and true career growth.
Senior Lead Financial Planner Benefits & Compensation
- $135,000–$160,000 base salary plus annual bonus opportunity
- Equity participation (ISOs)
- Flexible paid time off policy
- Comprehensive health, dental, and vision insurance
- 401(k) with company match
- Short- and long-term disability coverage (employer-paid), life insurance, and paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
Senior Lead Financial Planner Requirements & Qualifications
- CFP® designation required
- Minimum 10 years of client-facing financial planning experience, with deep expertise in pre-retirement and retirement strategies
- Preference for candidates located in Mountain or Pacific Time Zones
- Availability for member meetings up to 2 evenings per week
- Outstanding written and verbal communication skills
- Exceptional time and calendar management abilities
- Strong computer skills and comfort with new technology platforms
Senior Lead Financial Planner Preferred Background & Skills
- Deep passion for helping clients achieve their goals
- Embraces technology and AI-driven tools to improve member engagement
- Adaptable, process-oriented, and open to disruptive change in financial services
- Experience building rapport quickly in a virtual setting
Senior Lead Financial Planner Day-to-Day Responsibilities
- Conduct 4–6 virtual strategy sessions daily to guide members through retirement planning and related financial decisions
- Own the entire planning lifecycle—cash flow, investments, tax strategies, risk management, Social Security, Medicare, pensions, estates
- Quickly establish trust and deliver an exceptional experience for every member in a remote setting
- Communicate complex information in actionable, easy-to-understand terms tailored for each member
- Manage client follow-up and emotional engagement to provide confidence and peace of mind
- Schedule and organize a high volume of member meetings using elite calendar management skills
James Barrineau
Salary : $135,000 - $160,000