Remote CFP: Holistic Financial Planner with AI Platform

$125k - $200k

Domain Money

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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Vacancy posted 2 days ago

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