We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, and investments. You will be on the front lines helping clients in what is arguably the most important position at the company.
Your Role
As a personal financial planner, you will:
- Enhance or improve user experience, our site, or our service.
- Process transactions.
- Send emails about our site or respond to inquiries.
- Ensure compliance with our Privacy Policy and Terms of Service.
Requirements
We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, and investments.
We offer you
- Opportunities for professional growth.
- A collaborative work environment with experienced teammates.
- Competitive compensation and benefits.
Apply today
If you are passionate about helping clients achieve their financial goals, we encourage you to apply.
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