Job Description
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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