Senior Financial Planner (Fintech)

TL;DR

Senior Financial Planner (Fintech): Crafting comprehensive financial plans and wealth strategies for members via a digital platform with an accent on tax planning, investment acumen, and product collaboration. Focus on optimizing proprietary financial tools and delivering iterative wealth strategies to a diverse member base.

Location: Must be based in or be able to relocate to McLean (VA), New York City, or Bellevue. Work in office Monday-Friday.

Company

hirify.global is a flexible, holistic wealth management platform reinventing financial planning through technology.

What you will do

• Develop iterative financial plans and wealth strategies based on members' unique needs and aspirations.
• Collaborate with product and engineering teams to prioritize and design proprietary financial tools and roadmaps.
• Provide expert advice on investments, tax planning, and estate planning.
• Conduct research and present investment strategies to members.
• Support members through an asynchronous messaging platform in a collaborative team environment.

Requirements

• Must be based in or relocate to McLean, VA, New York City, or Bellevue.
• Active certification as a CFP, CPA, CFA, EA, or ECA.
• 6-9+ years of experience in client-facing financial services roles.
• Deep expertise in tax planning and building tax projections for clients.
• Strong investment acumen and significant experience using financial services technology.
• BS or BA in Finance, Accounting, or a related field.

Culture & Benefits

• Comprehensive health coverage including medical, dental, and vision.
• 401k retirement plan.
• Technology allowance.
• Paid time off (PTO) and paid parental leave.
• Regular in-person team and company events.