Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them.

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.
• Assist our engineering and product teams with prioritizing and creating product plans and roadmaps.
• Research and present investment strategies.
• Coordinate tax filing and estate planning.

Qualifications:

• 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
• 5-8+ years experience in a client-facing financial services roles
• Experience with in-depth tax planning and building tax projections for clients
• Significant experience in delivering financial advice directly to consumers
• Exceptional investment acumen and knowledge of broader planning topics
• Significant experience using financial services technology
• 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

Benefits and Compensation:

• Medical, dental and vision coverage
• 401k plan
• Technology allowance
• Hybrid work environment opportunities available for select employees
• PTO
• Paid parental leave
• In-person team & company events
• Salaried role, commensurate with experience