Job Description
Overview
We are looking for a personal financial planning professional (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, debt management, and investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.
Responsibilities
- Enhance or improve User experience, our Site, or our Service.
- Process transactions.
- Send emails about our Site or respond to inquiries.
- Adhere to the Privacy Policy and our Terms of Service.
Qualifications
- Certified Financial Planner preferred.
- Experience providing holistic financial advice to clients on saving, retirement, debt management, and investments.
- Strong fiduciary responsibility and ethical standards.