See what are your chances of getting this job! About the role
Overview
We are seeking a Founding Planner to serve as the Product Architect for our AI agents, designing decision trees for complex financial strategies and scaling expertise to serve millions of households.
Skills
Candidate requirements
These are the minimum requirements a candidate must meet to be considered for this role.
- Active CFP license
- 5+ years of experience creating tailored financial plans
Overview
We are seeking a Founding Planner to serve as the Product Architect for our AI agents, designing decision trees for complex financial strategies and scaling expertise to serve millions of households.
Salary
$138,000 - $190,000
/yearLocation
San Francisco, United States
OnsiteDepartment
Finance, Legal & Compliance
Level
Senior
Skills
Overview
We are seeking a Founding Planner to serve as the Product Architect for our AI agents, designing decision trees for complex financial strategies and scaling expertise to serve millions of households.
Skills
Candidate requirements
These are the minimum requirements a candidate must meet to be considered for this role.
- Active CFP license
- 5+ years of experience creating tailored financial plans
About CoinTracker
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