Posted: 14-Oct-25
Location: United States - Nationwide
Type: Full Time
Salary: Commensurate with experience
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Salary Details:
Preferred Education:
Additional Information:
At Domain, we are on a mission to build a next generation financial planning service for mass affluent retail consumers. We provide flat fee financial planning that gives clients clarity about the right ‘actionable steps’ to take to help them achieve their goals.
Utilizing our unique technology platform and working directly with a dedicated CFP professional, clients get a personalized financial plan based on their unique circumstances and goals. Clients get on-going support from their dedicated CFP professional throughout their financial life.
If you have intellectual curiosity and creative passion and this sounds like a challenge that excites you, we invite you to speak with us.
We are a well-funded, proven team of technology, product, data and design experts. We know how to bring complex, regulated products to market.
We have a culture that values being transparent, honest and agile. A place where challenging convention is welcome and discussion is encouraged.
Key responsibilities:
- Onboard and manage client relationships
- Provide holistic advice to clients on all aspects of their financial picture including but not limited to: general financial planning, investment management and asset allocation, retirement planning, tax planning, estate planning, cash management (budgeting and debt repayment), risk management and insurance needs
- Complete various types of analysis including investment analysis, insurance needs analysis, college funding projections, retirement savings projections, etc.
- Provide free consultations for prospective clients
- Coordinate with CPA team to answer complex tax planning questions and complete tax filings not only during tax filing season but year round
- Create and update roadmaps for each client
- Coordinate with customer success team and operations team to ensure all client questions and issues are handled in a timely manner
Perks:
Join a team on a mission - Make meaningful connections with people thoroughly committed to success and excellence, who have a passion for re-inventing things. Our beautiful offices are in SOHO.
Stay and Healthy - We offer a competitive suite of medical benefits and have a flexible leave policy.
Work Flexible Hours - Vacation and personal days off are generous and paid. Work hard and relax when you like.
- Minimum of 5 years with CERTIFIED FINANCIAL PLANNER® designation