Full-Stack Designer

Overview

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

Responsibilities

• Lead client advising efforts, providing holistic financial advice on saving, retirement, debt management, and investments.
• Act as a fiduciary.

Requirements

• Certified Financial Planner (CFP) preferred.
• Experience providing holistic financial advice on saving, retirement, debt management, and investments.