Certified Financial Planner at Domain Money - REMOTE
Certified Financial Planner at Domain Money - REMOTE Certified Financial Planner at Domain Money Job Requirements:
- Minimum of 5 years with CERTIFIED FINANCIAL PLANNER® designation
Key responsibilities:
- Onboard and manage client relationships
- Provide holistic advice to clients on all aspects of their financial picture including but not limited to general financial planning, investment management and asset allocation, retirement planning, tax planning, estate planning, cash management (budgeting and debt repayment), risk management and insurance needs
- Complete various types of analysis including investment analysis, insurance needs analysis, college funding projections, retirement savings projections, etc.
- Provide free consultations for prospective clients
- Coordinate with CPA team to answer complex tax planning questions and complete tax filings not only during tax filing season but year round
- Create and update roadmaps for each client
- Coordinate with customer success team and operations team to ensure all client questions and issues are handled in a timely manner
- Competitive Salary - $125-$200k + equity
- Join a team on a mission - Make meaningful connections with people thoroughly committed to success and excellence, who have a passion for re-inventing things. Our beautiful offices are in SOHO.
- Stay and Healthy - We offer a competitive suite of medical benefits and have a flexible leave policy.
- Work Flexible Hours - Vacation and personal days off are generous and paid. Work hard and relax when you like.
Who we are: We are a scrappy, well-funded, proven team of technology, product, data and design experts. We know how to bring complex, regulated products to market. We built industry leading products such as Marcus by Goldman Sachs and Clarity Money. We have a culture that values being transparent, honest and agile. A place where challenging convention is welcome and discussion is encouraged. No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun. If you have intellectual curiosity and creative passion and this sounds like a challenge that excites you, we invite you to speak with us. What we do: At Domain Financial Services, we provide flat fee financial planning to using a technology enabled platform. Our financial planning technology is highly differentiated from plans typically provided by companies like eMoney, MoneyGuidePro or RightCapital. Rather than sixty pages of statistics and charts, our plans are highly readable and give clients clear actionable steps based on their stated goals and what is achievable based on their lifestyle. Utilizing our unique proprietary technology, our AI platform is able to turn a client’s documents into a highly personalized financial plan. In addition to financial planning, we provide tax planning and filing services, estate planning and investment management services. We offer investment management through the custodian, Altruist. Who is behind us : Michael Kitces is on our board. Joe Duran is an advisor. We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square. These investors include Bessemer, Maveron, RRE, Marc Benioff and Joe Lonsdale. If you are interested, please submit your resume for immediate consideration! Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Domain Money by 2x Apply tot his job Apply To this Job