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Lead Financial Planner
About the role We are seeking a virtual, part-time Lead Financial Planner (“Retirement Navigator”) to play an important role in the rollout of Morrow’s flagship product. This role will be the primary point of contact for Morrow’s members. As the direct connection to Morrow’s earliest customers you will be at the forefront of delivering the Morrow experience. You will be responsible for working directly with members to create a personalized, holistic picture of their retirement outlook, to answer their most pressing questions, and to act as their guide in identifying and taking action toward opportunities for improvement. You will be their advocate as they navigate their retirement jo
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