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Domain Money
Remote CFP: Holistic Financial Planner with AI PlatformDomain Money • New York, NY, United States
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Remote CFP: Holistic Financial Planner with AI Platform

Remote CFP: Holistic Financial Planner with AI Platform

Domain Money • New York, NY, United States
10 days ago
Salary
$125,000.00–$200,000.00 yearly
Job type
  • Full-time
Job description

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. #J-18808-Ljbffr

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Remote CFP: Holistic Financial Planner with AI Platform • New York, NY, United States

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