Crafts personalized financial plans and wealth strategies for members via asynchronous platform, collaborating with team and product/engineering on proprietary tools. Requires 4-8+ years client-facing financial services experience, relevant certifications like CFP/CPA/CFA, and tax/investment expertise.
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About the role
Responsibilities
Gain a deep understanding of members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning
Requirements
Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
4-8+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
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