Hybrid Financial Planner

Job Description

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.