Experienced Financial Professional; US ; Professional Designations

We are seeking Certified Financial Planners (CFP), Certified Public Accountants (CPA), or other financial professionals to contribute to our mission of delivering personalized financial expertise to employees through comprehensive financial wellness benefits.

• Conduct one‑on‑ones with employees at partner companies to provide education on a variety of personal finance topics such as stock options, retirement, budgeting & savings, debt management, etc.
• Contribute to content development, programming and product for the company.
• Partner with leadership to create frameworks for expansion.

• CFP required.
• CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designations strongly preferred.
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor.

• Drive the industry forward :
  Help transform an antiquated industry and make personalized financial insights accessible for all.
• Focus on what you do best :
  You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
• Take advantage of best‑in‑class technology :
  Be the first to get access to proprietary technology to make your work easy and seamless.
• Help build new financial products :
  Your feedback directly impacts our technology, company and culture.
• Flexible hours and work from anywhere :
  You work the hours you want, from the location you want. We do not require a dedicated number of hours and you can work alongside your own business—a perfect opportunity while building out your own RIA.