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’ll be on the front lines helping clients in what is arguably the most important position at the company.
About you
We are especially interested in finding candidates who are motivated to learn deeply. You will get the opportunity to work with experienced teammates who can teach and pair with you to learn whatever you have less experience with. You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best engineering practices possible.
What Is the role?
As a personal financial planning pro, you will lead our client advising efforts as a fiduciary, providing holistic advice on areas including saving, retirement, debt management, and investments.
Responsibilities
- Enhance or improve user experience, our site, or our service.
- Process transactions.
- Send emails about our site or respond to inquiries.
- Send emails and updates about Conclude, including news and requests for agreement to amended legal documents such as our Privacy Policy and Terms of Service.
- Perform any other function that we believe is necessary to protect the proper functioning of our site or service.
Requirements
Certified Financial Planner preferred with experience in personal financial planning.
We offer you
- A collaborative environment to enhance or improve user experience, our site, or our service.
- Opportunities for professional growth and development.