[Remote] Financial Planner at Domain Money (Remote)

Note: The job is a remote job and is open to candidates in USA. Domain Money is a technology-enabled financial planning service that offers flat fee financial planning and investment management. The Financial Planner will support the Financial Planning team, ensuring accurate data collection and delivering exceptional service to members. Responsibilities • Host onboarding sessions with members to ensure the data we've collected is accurate • Support the Financial Planning team with answering member questions • Keep the team organized and assist with product automation projects • Assist with building out our membership learning library • Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning • Be an active part of a collaborative team and share best practices Skills • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or working toward the certification • 1+ years experience in a client-facing financial services roles • Exceptional investment acumen and knowledge of broader planning topics • Strong organizational, leadership, and written communication skills • BS or BA in Finance, Accounting, or other related major preferred • Experience using financial services technology • An interest in the tech industry and/or experience with start-ups • Consumer fintech experience Benefits • Comprehensive health coverage • 401(k) plan • Technology allowance • PTO • Top of market pay • In-person team & company events Company Overview • A seamless and secure platform to invest in both stocks and cryptocurrencies. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is https://domainmoney.com/. Apply tot his job Apply To this Job