Head of Inbound Marketing

We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including : saving, retirement, debt management, and investments. You will be on the front lines helping clients in what is arguably the most important position at the company.

Your Role

As a personal financial planner, you will :

• Enhance or improve user experience, our site, or our service.
• Process transactions.
• Send emails about our site or respond to inquiries.
• Ensure compliance with our Privacy Policy and Terms of Service.

Requirements

We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including : saving, retirement, debt management, and investments.

We offer you

Apply today

If you are passionate about helping clients achieve their financial goals, we encourage you to apply.

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