At the intersection of complex tax code and the future of digital assets, you won't just follow a financial plan, you will build the engine that automates it for millions. Join this category-defining team to transition from a traditional advisor to a Product-First Architect of Wealth.
Hybrid Financial Planner Benefits
- Starting Salary targeting $140K - $190K
High-Upside Equity Package with direct ownership in a category-defining startup.
Comprehensive medical, dental, and vision insurance
Remote friendly culture 3 weeks out of the month with high trust and autonomy
Unlimited vacation and flexible PTO policies
Paid parental leave up to 12 weeks
Home office budget for workspace upgrades
Annual $1,000 learning and development stipend
Bi-annual in-person global company retreats
Retirement savings 401(k) plan
Life and loss protection insurance
Mental health support and EAP access
Flexible schedules
- Focus on sophisticated planning and tax logic without hunting for leads.
Hybrid Financial Planner Qualifications
Must hold an active CFP license with 5+ years of experience building comprehensive financial plans.
Proven experience as a lead advisor owning the end-to-end planning experience at a small to mid-sized firm.
Demonstrated use of AI tools and ability to translate complex financial logic into codified systems and rules.
- Be located in San Francisco and be willing to work onsite for the first week of every month.