💼 About This Role

You'll craft financial plans for members of a fast, flexible wealth management platform, collaborating with a team of all-star advisors. Your core impact is helping members achieve their financial goals through personalized strategies. You'll also partner with product teams to reinvent wealth management technology.

🎯 What You'll Do

• Build and implement iterative financial plans and wealth strategies
• Maintain in-depth knowledge of financial planning, investments, and tax planning
• Collaborate with engineering and product teams on roadmaps
• Conduct research and present investment strategies

📋 Requirements

• 6-9+ years experience in client-facing financial services
• Active designation such as CFP, CPA, CFA, or similar
• Experience with in-depth tax planning and building tax projections
• Significant experience in delivering financial advice directly to consumers

✨ Nice to Have

• Bachelor's degree in Finance, Accounting, or related field
• Interest or passion for the tech space and industry change

🎁 Benefits & Perks

• 🏥 Comprehensive health coverage: Medical, dental, vision
• 💰 401k plan
• 💻 Technology allowance
• 🏖️ PTO and paid parental leave
• 🏢 Hybrid work environment opportunities