Goismo is hiring : Head Design in San Francisco

Overview 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, investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.

Qualifications Certified Financial Planner preferred

Fiduciary who works with clients providing holistic advice on saving, retirement, debt management, investments

Responsibilities Lead client advising efforts.

Provide holistic financial planning to clients in areas including saving, retirement, debt management, and investments.

Develop personalized financial plans and monitor progress with clients.

Apply today You’ll be on the front lines in what is arguably the most important position at the company.

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