Job Description
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The job is a remote job and is open to candidates in USA. Domain Money is a technology-driven financial services company providing flat fee financial planning. The Certified Financial Planner will onboard and manage client relationships while providing comprehensive financial advice and coordinating 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 • We offer a competitive suite of medical benefits and have a flexible leave policy.
• Vacation and personal days off are generous and paid. 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 Apply tot his job