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Reposted 14 Hours AgoSaved
Remote
United States
110K-130K Annually
Mid level
110K-130K Annually
Mid level
Fintech • Software • Financial Services
As a Senior Financial Planner, you'll provide comprehensive financial guidance to members, helping them achieve their financial goals through remote coaching, relationship management, and technology utilization.
Top Skills: Financial Planning SoftwareIn-House ToolsTechnology
Reposted 14 Hours AgoSaved
Remote
United States
150K-200K Annually
Senior level
150K-200K Annually
Senior level
Fintech • Software • Financial Services
As a Senior Product Designer, you'll create premium user experiences, lead user research, collaborate on product strategy, and present designs to stakeholders while ensuring intuitive design across platforms.
Top Skills: Adobe Creative SuiteAIDesign SystemsFigma
Reposted YesterdaySaved
Remote
United States
85K-205K Annually
Senior level
85K-205K Annually
Senior level
Fintech • Software • Financial Services
As a Senior Financial Sales Representative, you will consult with leads to guide them through financial decisions, utilizing a flat-fee model and collaborating with various teams to enhance the customer experience.
Top Skills: Crm SoftwareSalesforce
3 Days AgoSaved
Remote
United States
135K-160K Annually
Expert/Leader
135K-160K Annually
Expert/Leader
Fintech • Software • Financial Services
As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.
5 Days AgoSaved
Remote
United States
60K-80K Annually
Junior
60K-80K Annually
Junior
Fintech • Software • Financial Services
The Trading Operations Specialist manages trading operations, monitors accounts, collaborates with teams, and resolves trading issues while providing operational efficiency.
Top Skills: ExcelOrder Management Systems
14 Days AgoSaved
Remote
United States
35-50 Hourly
Mid level
35-50 Hourly
Mid level
Fintech • Software • Financial Services
The Contract Sourcer will specialize in sourcing elite Certified Financial Planners using LinkedIn Recruiter and other tools, manage candidate information, conduct outreach, and vet candidates for alignment with company standards.
Top Skills: CRMLinkedin RecruiterWorkable
Reposted 16 Days AgoSaved
Remote
United States
180K-220K Annually
Senior level
180K-220K Annually
Senior level
Fintech • Software • Financial Services
The Lead Data Scientist will enhance analytics through predictive modeling and data engineering, focusing on quality, feature generation, and continuous learning.
Top Skills: DashGoogle Data StudioLookerPower BIPythonSQLStreamlitTableau
Reposted 18 Days AgoSaved
Remote
United States
85K-100K Annually
Junior
85K-100K Annually
Junior
Fintech • Software • Financial Services
As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.
Top Skills: In-House ToolsMessaging Software
25 Days AgoSaved
Remote
United States
160K-180K Annually
Senior level
160K-180K Annually
Senior level
Fintech • Software • Financial Services
The AI Platform & Operations Engineer will design AI infrastructure, manage serverless architectures, implement security in CI/CD, and automate systems for a financial advisory firm.
Top Skills: AIAWSCi/CdFaasGCPGoNode.jsPythonTerraformTypescriptVector Databases
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