Job Description

Financial Planner At Domain Money

Financial planning for your life.

Who we are: Domain Money is a fast-moving, well-funded startup redefining financial planning for mass-affluent consumers. Our team has built industry-leading financial products like Marcus by Goldman Sachs and Clarity Money, and we’re now bringing that expertise to personal finance. We believe in transparency, honesty, and challenging conventional thinking to create a modern, technology-driven approach to financial planning. A place where challenging convention is welcome and discussion is encouraged. 

No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun.

What we do: At Domain Money, we are on a mission to build a next generation financial planning service. We offer flat-fee financial planning services that provide clients with clear, actionable steps to achieve their goals.

Clients work directly with a dedicated CFP professional and leverage our unique technology platform for a personalized financial plan tailored to their unique circumstances. We provide ongoing support to help clients navigate their financial lives with confidence.

If you have intellectual curiosity and creative passion and this sounds like a challenge that excites you, we want to hear from you!

About the role:

You’ll play a crucial role in supporting our CFPs, delivering an exceptional client experience, and helping us refine and scale our financial planning services. This is an opportunity to be part of a growing team where you’ll collaborate with peers, contribute to process development, and help shape the future of financial planning at a startup.

What you’ll do:

• Facilitate a smooth onboarding experience for new clients by directly communicating with clients to verify that all relevant information has been provided. 
• Analyze client financial information (pay stubs, brokerage statements, tax returns, etc.) and build financial models to generate client financial statements and insights that drive actionable planning recommendations.
• Draft clear, structured financial plans with well defined next steps based on insights from the financial models. 
• Provide thoughtful and well-documented support to clients by answering questions and collaborating closely with lead CFPs.
• Optimize technology and automate workflows to improve efficiency and streamline client processes.
• Collaborate and innovate , sharing insights and best practices to help refine our approach as we scale.
• Deepen your knowledge of financial planning, investments, and tax strategies.

What we’re looking for:

• Tech-savvy problem solver who thrives in a startup environment and adapts quickly to new challenges.
• Highly proficient in Google Sheets (quick keys, financial formulas, and advanced functionality).
• Experience financial planning, analysis, or related fields. 
• Studying for the CFP® certification (or already certified).
• 1+ years of financial services experience involving 1:1 client communication.
• Strong written and verbal communication skills.
• Interest in financial technology (fintech) and a passion for innovation.
• Bachelor’s degree in finance, accounting, or related field preferred.

Benefits:

• Competitive salary and top-of-market compensation
• Comprehensive health coverage
• 401(k) plan
• Technology allowance
• PTO and flexible work environment
• In-person team and company events

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