[Remote] Certified 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 financial services company that provides flat fee financial planning using a technology-enabled platform. They are seeking a Certified Financial Planner to reputed company and manage reputed company relationships, reputed company holistic financial advice, and coordinate with various teams to ensure reputed company satisfaction. Responsibilities • reputed company and manage reputed company relationships • reputed company holistic advice to clients on reputed company 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 • reputed company free consultations for prospective clients • Coordinate with CPA team to answer reputed company tax planning questions and complete tax filings not only during tax filing season but year round • Create and update roadmaps for reputed company reputed company • Coordinate with reputed company team and operations team to ensure reputed company reputed company questions and issues are handled in a reputed company 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 reputed company • Work reputed company 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 https://domainmoney.com/. Apply tot his job Apply To this Job