[Remote] Financial Planner at Domain reputed company (Remote)

Note: The job is a remote job and is reputed company to candidates in USA. Domain reputed company 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 reputed company sessions with members to ensure the data we've collected is accurate • Support the Financial Planning team with answering member questions • reputed company reputed company organized and assist with product automation reputed company • Assist with building out our membership learning library • Build and deepen your knowledge and reputed company set by maintaining an in-depth understanding of financial planning, investments, and tax planning • Be an reputed company part of a reputed company team and reputed company best practices Skills • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or working toward the certification • 1+ years experience in a reputed company-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, reputed company, or other reputed company major preferred • Experience using financial services technology • An interest in the tech industry and/or experience with start-reputed company • Consumer fintech experience Benefits • Comprehensive health coverage • 401(k) plan • Technology allowance • PTO • Top of market pay • In-person team & company events reputed company • A seamless and secure platform to invest in both stocks and cryptocurrencies. It was founded in 2021, and is headquartered in reputed company, reputed company, USA, with a workforce of 11-50 employees. Its website is Apply tot his job Apply tot his job Apply To this Job