Apply on Employer Site

Domain Money · 2 weeks ago

Financial Planner at Domain Money (Remote)

United States

Full-time

Remote

Entry Level

1+ years exp

Domain Money is a technology-driven financial services company that provides flat fee financial planning through a unique platform. The Financial Planner will support the Financial Planning team by ensuring accurate data collection, answering member questions, and assisting with various projects to enhance the client experience.

Financial Services

Responsibilities

Host onboarding sessions with members to ensure the data we've collected is accurate

Support the Financial Planning team with answering member questions

Keep the team organized and assist with product automation projects

Assist with building out our membership learning library

Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning

Be an active part of a collaborative team and share best practices

Qualification

CERTIFIED FINANCIAL PLANNER™Financial services technologyClient-facing experienceInvestment acumenTax planningInterest in tech industryConsumer fintech experienceOrganizational skillsLeadership skillsWritten communication