We are looking for a Certified Financial Planner to learn our planning process and help our members (clients) manage their finances. We are a fee-only fiduciary with a focus on retirement planning.   Position Overview A lead planner is a dedicated professional who primarily focuses on providing personalized financial guidance and support to members. Spending over 60% of their time working directly with members, these planners are instrumental in helping individuals and families achieve their financial goals. Their core responsibilities include creating comprehensive financial plans, developing investment strategies, managing portfolios and offering ongoing advice to ensure members financial plans remain aligned with their chang