Build of Advice - CFP; Remote
Ann Arbor, Washtenaw County, Michigan, 48103, USA
Listed on 2026-06-19
-
Finance & Banking
Financial Consultant, Wealth Management
The Mission
Most financial plans are 60-page PDF graveyards. At Domain Money
, we’ve replaced the "chart-heavy" clutter with a proprietary technology-enabled platform that turns complex documents into actionable, readable roadmaps. We go beyond giving advice, and become an impactful partner in our clients’ financial lives.
Join a scrappy, well-funded team of technology, product, and design experts helmed by Adam Dell, who built industry leaders like Marcus by Goldman Sachs and Clarity Money
. Backed by Michael Kitces and Joe Duran
, we are honored to be supported by the investors behind Venmo, Betterment, Nerd Wallet, and Square—including Bessemer, Maveron, RRE, Marc Benioff, and Joe Lonsdale.
We provide flat-fee financial planning, tax services, and investment management (via Altruist
). As a CFP® on our team, you will:
- Lead with Advice: Onboard and manage client relationships, providing holistic guidance on everything from asset allocation and retirement to estate planning and risk management.
- Deep Dive Analysis: Complete complex insurance needs analysis, college funding projections, and retirement savings models.
- Integrated Tax Strategy: Coordinate year-round with our CPA team to answer complex tax questions and ensure seamless filings for our clients.
- Cross-Functional Collaboration: Partner with our Customer Success and Operations teams to ensure every client issue is handled with excellence.
- Drive Growth: Provide free consultations for prospective clients, introducing them to our unique, proprietary AI platform.
- Designation: You must have held your CERTIFIED FINANCIAL PLANNER® designation for a minimum of 5 years and be committed to maintaining it.
- Intellectual Curiosity: You are a "scrappy" problem solver who is tired of legacy tech (eMoney/Money Guide Pro ) and excited by the challenge of building something new.
- Communication: The ability to turn a client’s lifestyle and goals into a highly personalized, readable financial roadmap.
- Competitive Pay: $125k – $200k base salary + meaningful equity.
- Health & Wellness: Comprehensive medical benefits and a flexible leave policy.
- Work/Life Integration: Vacation and personal days are generous and paid. Work hard and relax when you like.
- The Best of Both Worlds: This is a Remote position, but you are always welcome at our office in SOHO
.
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