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© All Rights Reserved. ApplyBlast.com
J2T Recruiting
The Senior Financial Planner works directly with the Founder/Lead Advisor to manage a select group of households, providing comprehensive financial planning, investment coordination, and estate management. This fully remote role offers a clear path to a full advisory position, emphasizing client ownership, technical planning expertise, and operational efficiency. The position requires a CFP® professional with at least five years of experience to drive client satisfaction and support firm growth.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
48% above the average for this role