Paraplanner

At Domain, we’re building a new kind of financial planning experience—one that is clear, actionable, and powered by technology. As a Paraplanner, you’ll sit at the center of that mission: helping translate complex financial lives into simple, high-quality guidance to our members.

What you’ll do

• Host onboarding sessions with members to ensure the data we've collected is accurate
• Support the Financial Planning team with answering member questions
• Keep the team organized and assist with product automation projects
• Assist with building out our membership learning library
• Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning
• Be an active part of a collaborative team and share best practices
  

What sets you apart

• CFP® (or actively pursuing it)
• BS or BA in Finance, Accounting, or other related major preferred
• Strong grasp of investments and broader financial planning concepts
• Clear, thoughtful communicator—especially in writing
• Highly organized and detail-oriented
• Experience with financial planning tools or fintech platforms
• Interest in startups, technology, or building new products
• Bonus: experience in consumer fintech

Who we are

We’re a team of builders—across product, engineering, data, and design—who have launched and scaled category-defining products like Marcus by Goldman Sachs and Clarity Money.

We’re well-funded, but still scrappy. We move quickly, value honest debate, and expect everyone to contribute ideas—not just execute tasks. If you like questioning how things have always been done, you’ll fit right in.

What we’re building

We provide flat-fee financial planning through a technology-first platform.

Instead of 60-page reports no one reads, we deliver clear, actionable plans tailored to how people actually live. Our proprietary platform uses AI to transform client data and documents into highly personalized financial guidance.

We also offer:

• Tax planning and filing
• Estate planning
• Investment management (via Altruist)

👉 See a sample plan: https://app.domainmoney.com/demo

Backed by the best

We’re supported by some of the most respected names in financial services and technology:

• Michael Kitces (Board Member)
• Joe Duran (Advisor)
• Investors: Bessemer, Maveron, RRE, Marc Benioff and Joe Lonsdale

What you get

• $70K–$100K salary + equity
• Comprehensive health coverage
• 401(k)
• Technology allowance
• PTO
• Regular in-person team events

If this sounds like you…

You’re curious, thoughtful, and excited to help build something new in financial services.

We’d love to meet you.

Apply now for immediate consideration!