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Job description
At the intersection of complex tax code and the future of digital assets, you won't just follow a financial plan, you will build the engine that automates it for millions. Join this category-defining team to transition from a traditional advisor to a Product-First Architect of Wealth.
Hybrid Financial Planner Benefits
- Starting Salary targeting $140K - $190K
- High-Upside Equity Package with direct ownership in a category-defining startup.
- Comprehensive medical, dental, and vision insurance
- Remote friendly culture 3 weeks out of the month with high trust and autonomy
- Unlimited vacation and flexible PTO policies
- Paid parental leave up to 12 weeks
- Home office budget for workspace upgrades
- Annual $1,000 learning and development stipend
- Bi-annual in-person global company retreats
- Retirement savings 401(k) plan
- Life and loss protection insurance
- Mental health support and EAP access
- Flexible schedules
- Focus on sophisticated planning and tax logic without hunting for leads.
Hybrid Financial Planner Qualifications
- Must hold an active CFP license with 5+ years of experience building comprehensive financial plans.
- Proven experience as a lead advisor owning the end-to-end planning experience at a small to mid-sized firm.
- Demonstrated use of AI tools and ability to translate complex financial logic into codified systems and rules.
- Be located in San Francisco and be willing to work onsite for the first week of every month.
Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.