CFP® at Domain Money (Remote) Build the Future of Advice

The Mission Most financial plans are 60-page PDF graveyards. At Domain Money , we’ve replaced the "chart-heavy" clutter with a proprietary technology-enabled platform that turns complex documents into actionable, readable roadmaps. We go beyond giving advice, and become an impactful partner in our clients’ financial lives.

The Pedigree Join a scrappy, well-funded team of technology, product, and design experts helmed by Adam Dell, who built industry leaders like Marcus by Goldman Sachs and Clarity Money . Backed by Michael Kitces and Joe Duran , we are honored to be supported by the investors behind Venmo, Betterment, NerdWallet, and Square—including Bessemer, Maveron, RRE, Marc Benioff, and Joe Lonsdale.

The Role & Responsibilities We provide flat-fee financial planning, tax services, and investment management (via Altruist ). As a CFP® on our team, you will:

Lead with Advice: Onboard and manage client relationships, providing holistic guidance on everything from asset allocation and retirement to estate planning and risk management.

Deep Dive Analysis: Complete complex insurance needs analysis, college funding projections, and retirement savings models.

Integrated Tax Strategy: Coordinate year-round with our CPA team to answer complex tax questions and ensure seamless filings for our clients.

Cross-Functional Collaboration: Partner with our Customer Success and Operations teams to ensure every client issue is handled with excellence.

Drive Growth: Provide free consultations for prospective clients, introducing them to our unique, proprietary AI platform.

What You Bring Designation: You must have held your CERTIFIED FINANCIAL PLANNER® designation for a minimum of 5 years and be committed to maintaining it.

Intellectual Curiosity: You are a "scrappy" problem solver who is tired of legacy tech (eMoney/MoneyGuidePro) and excited by the challenge of building something new.

Communication: The ability to turn a client’s lifestyle and goals into a highly personalized, readable financial roadmap.

Perks & Culture Competitive Pay: $125k – $200k base salary + meaningful equity.

Health & Wellness: Comprehensive medical benefits and a flexible leave policy.

Work/Life Integration: Vacation and personal days are generous and paid. Work hard and relax when you like.

The Best of Both Worlds: This is a Remote position, but you are always welcome at our office in SOHO .

See the Future of Planning Rather than sixty pages of statistics, our plans give clients clear actionable steps. Check out our proprietary technology in action here: https://app.domainmoney.com/demo

If you have the creative passion to challenge convention, we invite you to speak with us. Submit your resume for immediate consideration!