Senior Financial Planner

About the role

We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.

Responsibilities

• Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
• Build and implement iterative financial plans and wealth strategies
• Maintain an in-depth understanding of financial planning, investments, and tax planning
• Be an active part of a collaborative team and share best practices
• Aid our engineering and product teams with prioritizing and creating product plans and roadmaps
• Research and present investment strategies
• Coordinate tax filing and estate planning

Requirements

• Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
• 6-9+ years experience in a client-facing financial services roles
• Significant experience in delivering financial advice directly to consumers
• Exceptional investment acumen and knowledge of broader planning topics
• Significant experience using financial services technology

Qualifications

• Interest in or passion for the tech space, and a desire to change the industry
• Strong organizational, leadership, and written communication skills
• BS or BA in Finance, Accounting, or other related major preferred

Skills

• Ability to work independently and collaboratively
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills

Benefits

• Comprehensive health coverage: Medical, dental and vision
• 401k plan
• Technology allowance
• Hybrid work environment opportunities available for select employees
• PTO
• Top of Market Pay
• Paid parental leave
• In-person team & company events

Pay

Top of Market Pay

Schedule

Hybrid work environment opportunities available for select employees