Note: The job is a remote job and is open to candidates in USA. SecondWind by Joveo is seeking a Personal Finance Expert to oversee complex personal wealth analyses and specialized financial cases. The role develops advanced strategies for high-net-worth scenarios, reviews financial advice, authors guidance on personal financial planning, and trains team members on modern financial strategies.
Responsibilities
- Evaluate high-complexity personal finance scenarios involving tax and estate structures
- Formulate advanced personal financial strategies for high-net-worth scenarios
- Review and audit personal financial advice produced across business channels
- Author authoritative insights on personal financial planning topics
- Train team members on modern personal financial strategies
Skills
- Bachelor's degree required
- 5+ years of personal wealth management or specialized financial planning experience
- Recognized mastery in income tax planning, estate planning, and debt structures
- Outstanding written communication skills
- Ability to translate complex financial data into clear, actionable narratives
- Skill in presenting financial insights to non-technical stakeholders
- CFP®, CPA, or ChFC® credentials strongly preferred
Benefits
- Remote-first culture with flexibility to work from where you are most productive
- Professional development and support for continuous learning in the finance sector
Company Overview