Remote Lead Planner: Grow Client Book & Path to Equity

Chesapeake Financial Planners; Northern (KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Fully remote

Bonus potential

Professional development

Lead team

Equity path

Job summary

Chesapeake Financial Planners in the United States seeks an experienced Lead Planner (CFP) to manage client relationships, design comprehensive financial plans using RightCapital, Salesforce and PreciseFP, and deliver fiduciary guidance through the R.U.D.D.E.R.™ framework.

You’ll join a tech-forward, client-first team with firm-sourced leads, mentorship, and opportunities to grow into partnership or equity.

Qualifications

• Proven ability to manage client relationships with empathy, confidence, and clarity.
• Strong planning background across investments, retirement, estate and business planning.
• Comfortable using technology to improve efficiency and communication.
• Entrepreneurial mindset with a team-first attitude.
• Excellent written and verbal communication skills.

Responsibilities

• Lead client relationships from discovery to implementation, acting as their trusted partner and fiduciary.
• Build comprehensive financial plans using RightCapital, Salesforce, and PreciseFP.
• Deliver proactive, tax-aware, and strategy-driven advice across investments, retirement, estate, and business planning.
• Collaborate with firm partners and support staff to maintain a high-touch, white-glove client experience.
• Participate in firm-wide growth initiatives and mentor paraplanners as the firm expands.
• Contribute to thought leadership and planning discussions that advance our client experience.

Skills

Client relationships

Financial planning

RightCapital

Salesforce

PreciseFP

CFP certification

Tax-aware planning

Mentoring

Communication

Team leadership

Education

CFP designation

Tools

RightCapital

Salesforce

PreciseFP

Job description

Chesapeake Financial Planners in the United States seeks an experienced Lead Planner (CFP) to manage client relationships, design comprehensive financial plans using RightCapital, Salesforce and PreciseFP, and deliver fiduciary guidance through the R.U.D.D.E.R.™ framework.

You’ll join a tech-forward, client-first team with firm-sourced leads, mentorship, and opportunities to grow into partnership or equity.