Remote CFP Lead Planner — Retirement & Legacy Coach

A leading fintech company is seeking a Lead Planner to guide members aged 55+ through their retirement financial planning. The ideal candidate will be passionate about helping clients achieve their financial goals, focusing on holistic planning challenges unique to retirees. This role allows comprehensive financial advice using proprietary technology while ensuring a high-quality member experience. The position offers flexibility to work from anywhere in the US and does not require building a personal book of business. #J-18808-Ljbffr