💼 About This Role

You'll craft financial plans for members and support them through an asynchronous messaging platform, collaborating with a team of wealth advisors. You will also partner with product teams to build proprietary tools, reinventing the wealth management space through technology. This role requires onsite presence at one of our hubs in McLean, VA, New York City, or Bellevue.

🎯 What You'll Do

• Build and implement iterative financial plans and wealth strategies
• Assist engineering and product teams with product roadmaps
• Research and present investment strategies
• Coordinate tax filing and estate planning

📋 Requirements

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

✨ Nice to Have

• Experience with financial services technology
• BS or BA in Finance or Accounting
• Interest in tech space and desire to change the industry

🎁 Benefits & Perks

• 🏥 Comprehensive health coverage: Medical, dental, vision
• 📈 401k plan
• 💻 Technology allowance
• 🏖️ PTO
• 👶 Paid parental leave

🚩 Heads Up

• Role requires onsite work but location options are limited to three cities
• Mentions hybrid work environment but role is classified as onsite Monday-Friday