Job Details

A leading financial planning firm seeks a Lead Financial Planner to help clients achieve relaxed confidence in their finances. This fully remote role involves managing 70+ high net worth relationships, driving investment strategies, and collaborating with a team. Candidates should possess a CFP designation, 5+ years of financial planning experience, and a passion for serving clients rather than prospecting. Competitive compensation includes a base salary starting at $125K plus bonuses and full benefits.

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