Job Description
We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, debt management, and investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.
About you We are especially interested in finding candidates who are motivated to learn deeply. You will get the opportunity to work with experienced team members who can teach and pair with you to learn whatever you have less experience with. You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best engineering practices possible.
Your Role Users of Conclude:
must keep passwords secure and confidential;
are solely responsible for User Data and all activity in their account while using the Service;
must use commercially reasonable efforts to prevent unauthorized access to their account, and notify Conclude promptly of any such unauthorized access;
may use the Service only in accordance with Conclude’s online user guide and all applicable laws and regulations.
Responsibilities Enhance or improve User experience, our Site, or our Service.
Process transactions.
Send emails about our Site or respond to inquiries.
Requirements Must have experience in personal financial planning and be a fiduciary who provides holistic advice on saving, retirement, and debt management.
We offer you Opportunities for professional development.
A collaborative work environment.
Competitive compensation and benefits.
Apply today If you are ready to take on a vital role in helping our clients achieve their financial goals, we encourage you to apply.
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