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. Youll be on the front lines helping clients in what is arguably the most important position at the company.
We are especially interested in finding candidates with experience in personal financial planning. You might not have experience with all the technologies in our stack, but you are motivated to learn deeply. You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best practices possible.
You will be a fiduciary who works with clients providing holistic advice on areas including: saving, retirement, debt management, and investments.
Certified Financial Planner preferred with experience in personal financial planning.
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