Lead Brand Designer

We are looking for a personal financial planning pro (CertifiedFinancial 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, investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.

Your Role

We are looking for a personal financial planning pro (CertifiedFinancial Planner™ preferred) who will lead our client advising efforts on areas including: saving, retirement, debt management, investments.

Responsibilities

• Enhance or improve User experience, our Site, or our Service.
• Process transactions.
• 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 such
• Perform any other function that we believe...