Financial Planner
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.
About the job
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
Skills
Cfp, CPA, Cfa, Ea, Eca, Financial Planning, Tax Planning, Investment Strategies, Estate Planning, Financial Services Technology
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