[Remote] Paraplanner at Domain Money (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Domain Money is building a new kind of financial planning experience powered by technology. As a Paraplanner, you will help translate complex financial lives into simple guidance for members, support the Financial Planning team, and assist with product automation projects.ResponsibilitiesHost onboarding sessions with members to ensure the data we've collected is accurateSupport the Financial Planning team with answering member questionsKeep the team organized and assist with product automation projectsAssist with building out our membership learning libraryBuild and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planningBe an active part of a collaborative team and share best practicesSkillsCFP® (or actively pursuing it)BS or BA in Finance, Accounting, or other related major preferredStrong grasp of investments and broader financial planning conceptsClear, thoughtful communicator—especially in writingHighly organized and detail-orientedExperience with financial planning tools or fintech platformsInterest in startups, technology, or building new productsBonus: experience in consumer fintechBenefitsComprehensive health coverage401(k)Technology allowancePTORegular in-person team eventsCompany OverviewA seamless and secure platform to invest in both stocks and cryptocurrencies. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is https://domainmoney.com/.



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