Head of Inbound Marketing Job at Goismo, San Francisco, CA

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  • Goismo
  • San Francisco, CA

Job Description

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 will be on the front lines helping clients in what is arguably the most important position at the company.

Your Role

As a personal financial planner, you will:

  • Enhance or improve user experience, our site, or our service.
  • Process transactions.
  • Send emails about our site or respond to inquiries.
  • Ensure compliance with our Privacy Policy and Terms of Service.

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, debt management, and investments.

We offer you

  • Opportunities for professional growth.
  • A collaborative work environment with experienced teammates.
  • Competitive compensation and benefits.

Apply today

If you are passionate about helping clients achieve their financial goals, we encourage you to apply.

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