Senior Lead Financial Planner

Job Description Prime Search’s client is a leading subscription-based financial planning company that gives clients ongoing access to a dedicated Certified Financial Planner (CFP) for a flat annual fee. They are looking for a CFP to join their team. n n Your Impact & Responsibilities n n As a Sr. Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology-backed advice. n n n Conduct 4–6 virtual m…