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, 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 who are motivated to learn deeply. You will get the opportunity to work with experienced team mates 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.
As a personal financial planning pro, you will lead our client advising efforts, providing holistic advice on saving, retirement, debt management, and investments.
Certified Financial Planner preferred. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, and debt management.
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected...
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