Domain Money · 1 day ago
Financial Planner (Remote) for Immediate Hire!
United States
Full-time
Remote
Entry Level
1+ years expDomain Money is a technology-driven financial services company that specializes in flat fee financial planning. The role involves supporting the Financial Planning team by hosting onboarding sessions, answering member questions, and assisting with product automation projects.
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
Required
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or working toward the certification
1+ years experience in a client-facing financial services roles
Exceptional investment acumen and knowledge of broader planning topics
Strong organizational, leadership, and written communication skills
Preferred
BS or BA in Finance, Accounting, or other related major preferred
Experience using financial services technology
An interest in the tech industry and/or experience with start-ups
Consumer fintech experience
Benefits
Comprehensive health coverage
401(k) plan
Technology allowance
PTO
Top of market pay
In-person team & company events
Company
Domain Money
A seamless and secure platform to invest in both stocks and cryptocurrencies.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$33M2022-01-25Series Unknown· $33M
Leadership Team
Adam Dell
Founder & CEO
Jeffrey Neikrie
Vice President of Business Development
Recent News
2026-01-22
Business Insider
2025-05-24
Company data provided by crunchbase