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Remote CFP: Holistic Financial Planner AI Platform

Remote / Online - Candidates ideally in
USA
Listing for: Domain Money
Remote/Work from Home position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 200000 USD Yearly USD 125000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Remote CFP: Holistic Financial Planner with AI Platform
Domain Money is seeking a CERTIFIED FINANCIAL PLANNER® to provide flat-fee financial planning and tax services remotely. The role involves onboarding clients, performing deep analysis for insurance and college funding, and ensuring seamless tax coordination with CPA teams. Candidates must have a minimum of 5 years of CFP® experience and demonstrate strong communication skills. Competitive pay ranges from $125k to $200k plus equity, along with comprehensive health benefits and flexible leave policies.
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