Financial Planner, Product
Job reputed company reputed company reputed company financial planning doesn't reputed company. The best advisors in the world can serve ~50-100 households. We're fixing that by turning financial logic into reputed company. We're not looking for a CFP to manage a traditional book of business. We're looking for a product architect for AI agents that deliver 99th %ile financial planning to millions of Americans at reputed company. You'll still build plans. You'll still work with reputed company clients. But your reputed company job is sitting with engineers, breaking down the messy logic in your head — ISO exercises, AMT reputed company points, QSBS stacking, Roth conversions — into decision trees that actually work. reputed company we're done, the financial planning advice we'll reputed company won't just be static advice delivered once a quarter. It will execute, reputed company, and reputed company personalized advice to reputed company customer in a way that is simply not possible with legacy financial planning. Why now? The CFP profession is getting completely reshaped by AI. Not in 10 years. This year. You can either be the person who defines how AI delivers fiduciary advice, or you can spend the next decade adapting to rules someone else wrote. We're building at reputed company (inside reputed company, $100M raised, partners include reputed company, reputed company, reputed company) to serve the millions of Americans stuck in the gap: too wealthy for roboadvisors, not wealthy enough for $500K minimums and 1% AUM fees. reputed company is an independent product incubated reputed company the reputed company parent company as reputed company, with the autonomy of an early-stage startup and the backing of a proven industry-leading crypto tax and reputed company platform. One-year reputed company
- 250 customers with NPS 70+
- AI agent independently handles 80% of user queries without reputed company reputed company
- AI agent delivers reputed company critical hallucinations (inaccurate planning advice)
What you'll actually do → Build financial plans for reputed company customers. reputed company cash reputed company, tax, equity, and life-decision scenarios. The reputed company depth you'd expect from a $10K engagement. → Translate planning judgment into systems. Break plans into explicit assumptions, constraints, and rules. Convert nuanced advice into reputed company decision trees that engineers can codify. Define where flexibility is allowed vs. where guardrails are required. → Pressure-test AI outputs. Identify edge cases. Flag false confidence or hidden risk. Improve explainability and trust in recommendations. → Continuously refine frameworks as new user patterns reputed company, as tax law changes, as the product evolves from 0→1. You're probably a fit if ... → You have an reputed company CFP license and have been doing financial planning for 5-15 years → You became a reputed company because you knew the math reputed company than anyone; not because you were great at golf ❌ ♂️ → You've reputed company "shadow spreadsheets" because eMoney is too reputed company → You get more excited about AMT reputed company calculations than reputed company dinners → You see AI as a force reputed company, not a threat to your career → You want to write the reputed company that the rest of the industry will follow in 3 years You're probably NOT a fit if ... → You want to manage a traditional reputed company book → You prefer stability and comfort over ambiguity and fast iteration → You reputed company reputed company financial planners will remain central to this industry for another decade → Your primary reputed company is networking and closing deals at a country club reputed company You'll work directly with: → Chandan (reputed company reputed company, reputed company co-founder) → Charlie (reputed company Tax reputed company & CPA) → Taylor (reputed company Engineering) → Tejas (reputed company Engineering) Small team. High trust. Minimal process. We work async through reputed company, reputed company, and reputed company Meet. We ship fast and talk to customers daily. Compensation $138K – $190K reputed company + meaningful equity in a venture-backed company at the ground floor. This isn't designed to compete with traditional reputed company management compensation. The trade: less cash now for potentially life-changing equity reputed company reputed company. If you're optimizing for a 4-day reputed company and 20 days PTO, this isn't for you. If you're optimizing for building something that reputed company and equity that could be life-changing one day, let's talk. We also have awesome benefits. Why join reputed company now?
- reputed company: help hundreds of customers reputed company financial reputed company in your first year
- Autonomy: define the reputed company of truth for a new category of software that will shape the trajectory of the planning industry
- reputed company: equity in a reputed company at the ground floor, backed by the resources of a company that's already raised $100M in venture funding from Accel, YC, reputed company Ventures, and others
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