Domain Money is a next-generation wealth management platform modernizing how people access financial advice. We are re-engineering the traditional advisory model through scalable technology, data-driven planning, and seamless digital experiences.

Domain's Certified Financial Planners® utilize proprietary software to deliver personalized insights and real-time progress tracking — all within a transparent, flat-fee model.

Job Requirements:

• Minimum of 5 years with CERTIFIED FINANCIAL PLANNER® designation
• Maintain CERTIFIED FINANCIAL PLANNER® designation

Key responsibilities:

• Onboard and manage client relationships
• Provide holistic advice to clients on all aspects of their financial picture including but not limited to: general financial planning, investment management and asset allocation, retirement planning, tax planning, estate planning, cash management (budgeting and debt repayment), risk management and insurance needs
• Complete various types of analysis including investment analysis, insurance needs analysis, college funding projections, retirement savings projections, etc.
• Provide free consultations for prospective clients
• Coordinate with CPA team to answer complex tax planning questions and complete tax filings not only during tax filing season but year round
• Create and update roadmaps for each client
• Coordinate with customer success team and operations team to ensure all client questions and issues are handled in a timely manner

Perks:

Competitive Salary - $125-$200k + equity

Join a team on a mission - Make meaningful connections with people thoroughly committed to success and excellence, who have a passion for re-inventing things. Our beautiful offices are in SOHO.

Stay and Healthy - We offer a competitive suite of medical benefits and have a flexible leave policy.

Work Flexible Hours - Vacation and personal days off are generous and paid. Work hard and relax when you like.