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© All Rights Reserved. ApplyBlast.com
J2T Recruiting
The Senior Lead Financial Planner serves as a financial life coach for members aged 55+, guiding them through the complex transition into and through retirement. This role focuses on delivering holistic financial advice, including cash flow management, investment strategies, and tax planning, all for an affordable flat membership fee. The position requires managing a high volume of client relationships remotely while leveraging proprietary technology to enhance the member experience.
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.
68% above the average for this role