We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, debt management, and investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.

Your Role

Users of Conclude:

• must keep passwords secure and confidential;
• are solely responsible for User Data and all activity in their account while using the Service;
• must use commercially reasonable efforts to prevent unauthorized access to their account, and notify Conclude promptly of any such unauthorized access;
• may use the Service only in accordance with Conclude’s online user guide and all applicable laws and regulations.

Responsibilities

• Enhance or improve User experience, our Site, or our Service.
• Process transactions.
• Send emails about our Site or respond to inquiries.

Requirements

We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, and debt management.

We offer you

• Enhance or improve User experience, our Site, or our Service.
• Process transaction requests for agreement.
• Send emails about our Site or respond to inquiries.
• Send emails and updates about Conclude, including news and requests for agreement to amended legal documents.

Apply today

Join us to be on the front lines helping clients with their financial planning needs.