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Remote CFP: Holistic Financial Planner AI Platform
Remote / Online - Candidates ideally in
USA
Listed on 2026-06-10
USA
Listing for:
Domain Money
Remote/Work from Home
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
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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