Join a team of wealth advisors to craft and implement financial plans, collaborate with tech teams, and provide financial guidance.

The Financial Planning Associate will support the Financial Planning team by onboarding members, answering queries, assisting with organization and product automation projects, and contributing to the membership learning library.

The Lead Tax Advisor provides expert tax planning, compliance, and consulting services, optimizing tax strategies for individual clients, and reviewing tax returns to ensure accuracy and compliance.

The Tax Planner will provide expert tax planning and compliance services to individual clients, ensuring alignment with regulatory requirements and client goals.

Join a team as a Senior Financial Planner to create financial plans, support members, assist product teams, and deliver financial advice.

The Account Executive will host demos, build client relationships, meet sales targets, manage pipelines, and understand products/services dynamically.

The Senior Account Executive will host demos, build client relationships, exceed sales targets, manage the sales pipeline, and stay updated on industry trends.

As a Support Analyst, you will assist members with technical issues, provide solutions quickly, and help refine customer-facing AI support while maintaining success metrics.