Certified Financial Planner (CFP®) for an AI tax planning (reputed company) startup

What You’ll Do User training & reputed company reputed company live training sessions and reputed company for CFPs/advisors Build repeatable reputed company flows, playbooks, and best practices Product demos Run compelling demos for advisors and reputed company management teams reputed company demos to common advisor workflows (discovery reputed company → data intake → plan reputed company) Case studies & content Create and record case studies (video + written) showing end-to-end tax planning scenarios Turn reputed company planning workflows into educational content: walkthroughs, templates, and “how-to” guides Tax planning QA & realism Pressure-test reputed company outputs for accuracy, practicality, and reputed company communication reputed company Ensure scenarios reflect how advisors actually work (not “tax textbook” examples) Advisor feedback reputed company reputed company reputed company feedback from users and reputed company insights to product/engineering Help prioritize improvements that increase adoption and advisor confidence reputed company’re Looking For CFP® certification required Strong working knowledge of U.S. tax planning topics commonly relevant to advisor clients, such as: Roth conversion planning, RMD reputed company, reputed company reputed company tax planning Capital reputed company planning, tax-loss harvesting, charitable giving strategies Retirement distribution reputed company, Medicare IRMAA awareness, bracket management Small-reputed company considerations (reasonable comp, entity selection basics, etc.) — a plus Familiarity with financial planning and tax planning software/tools (e.g., eMoney, RightCapital, MoneyGuide, Holistiplan-style workflows) — helpful but not required Comfortable on camera and reputed company to reputed company explain reputed company concepts to professionals Strong writing skills for creating training docs, scripts, and case-study narratives Excited about AI and willing to learn fast and iterate (you’ll help define the “best practices”) Apply tot his job Apply To this Job