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 with experience in personal financial planning. You might not have experience with all the technologies in our stack, but you are motivated to learn deeply. You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best practices possible. What Is the role? You will be a fiduciary who works with clients 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 this Privacy Policy and our Terms of Service. Perform any other function that is necessary to ensure the proper functioning of our site or service. Requirements Certified Financial Planner preferred with experience in personal financial planning. We offer you Competitive salary and benefits. Opportunities for professional development. A collaborative work environment. #J-18808-Ljbffr Jobleads-US
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