Lead Financial Planner

Our client is a fee-only independent financial planning firm based on the West Coast that serves women and LGBTQ professionals, many of whom are tech employees or self-employed.

Requirements

• Managing your own client relationships with confidence and care
• Leading discovery calls with prospective clients, clearly explaining what we do, understanding their needs, and helping them feel confident choosing to work with us
• Being a collaborative team member who brings positive energy, clear communication, and initiative
• Contributing ideas to improve our technology, efficiency, and client experience

Benefits

• Education reimbursement
• 401k match