We are looking for a personal financial planning professional (Certified Financial Planner preferred) to lead our client advising efforts. You will act as a fiduciary, providing holistic advice on areas including: saving, retirement, debt management, and investments. This role places you on the front lines, helping clients in a crucial position within our company. About you We are particularly interested in candidates with experience in personal financial planning. While you may not be familiar with all the technologies in our stack, you are motivated to learn deeply. You care about security, code quality, scalability, performance, and simplicity. Above all, you strive for operational excellence and adhere to best practices. What is the role? You will serve as a fiduciary, working with clients to provide comprehensive advice on saving, retirement, debt management, and investments. Responsibilities Enhance and improve user experience, our website, or our services. Process transactions efficiently. Communicate via email regarding our site or respond to inquiries. Send updates about Conclude, including news and requests for agreement to legal documents such as Privacy Policy and Terms of Service. Perform other functions necessary for the proper operation of our site or service. Requirements Certified Financial Planner designation preferred, with experience in personal financial planning. We offer you Competitive salary and benefits. Opportunities for professional development. A collaborative work environment. J-18808-Ljbffr #J-18808-Ljbffr Mairiesouvertes
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