[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-driven financial services company that provides flat fee financial planning through a unique platform. The Financial Planner will support the Financial Planning team by ensuring accurate data collection, answering member questions, and assisting with various projects to enhance the client experience. 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