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Financial Consultant

Remote CFP Lead Planner — Retirement & Legacy Coach

Remote / Online - Candidates ideally in
Cape Coral, Lee County, Florida, 33990, USA
Listing for: Facet
Remote/Work from Home position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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.
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