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Fractional Wealth Planner - AI-Driven Tax & Estate Advisory
Job in
Via Milano, Lombardy, Italy
Listed on 2026-01-12
Listing for:
Founders Factory
Full Time, Part Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial technology startup is seeking a Wealth Planner to design tax scenarios for its AI platform. The role involves 5+ years of experience in wealth management, creating structures for effective client insights. Responsibilities include conducting market validation, collaborating with technical leaders, and overseeing scenario development. Initially a part-time consulting position, this role offers a path to full-time with significant equity in a pioneering startup within the wealth advisory sector.
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