Job Description
Note: The job is a remote job and is open to candidates in USA. Domain Money is a financial services company that provides flat fee financial planning using a technology-enabled platform. They are seeking a Certified Financial Planner to onboard and manage client relationships, provide holistic financial advice, and coordinate with various teams to ensure client satisfaction.
- Responsibilities
- Onboard and manage client relationships
- Provide holistic advice to clients on all aspects of their financial picture including but not limited to: general financial planning, investment management and asset allocation, retirement planning, tax planning, estate planning, cash management (budgeting and debt repayment), risk management and insurance needs
- Complete various types of analysis including investment analysis, insurance needs analysis, college funding projections, retirement savings projections, etc
- Provide free consultations for prospective clients
- Coordinate with CPA team to answer complex tax planning questions and complete tax filings not only during tax filing season but year round
- Create and update roadmaps for each client
- Coordinate with customer success team and operations team to ensure all client questions and issues are handled in a timely manner
- Skills
- Minimum of 5 years with CERTIFIED FINANCIAL PLANNER® designation
- Maintain CERTIFIED FINANCIAL PLANNER® designation
- Benefits
- A competitive suite of medical benefits
- Flexible leave policy
- Vacation and personal days off are generous and paid
- Work Flexible Hours
- 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/.
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