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Financial Planner, Product

Recruiting From ScratchSan Francisco, California

$138,000 - $190,000 / year

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Compensation
$138,000-$190,000/year
Benefits
Career Development

Job Description

Financial Planner, Product

  • Title of Role: Financial Planner, Product
  • Location: San Francisco, on-site or remote
  • Company Stage of Funding: Series A
  • Office Type: On-site or remote
  • Salary: $138K–$190K

Company Description

We're representing a leading crypto portfolio and tax optimization tool that empowers users to engage with cryptocurrency confidently. This company is dedicated to making crypto accessible to everyone, ensuring peace of mind through innovative financial solutions.

What You Will Do

  • Develop and implement financial planning strategies for product offerings, enhancing user experience and engagement.
  • Utilize advanced AI technologies, including OpenAI and Large Language Models, to improve financial forecasting and analysis.
  • Collaborate with cross-functional teams using tools like Notion and Slack to streamline workflows and enhance communication.
  • Analyze user data and feedback to optimize financial products and services, driving user satisfaction and retention.
  • Conduct regular assessments of financial performance metrics to identify opportunities for growth and improvement.

Ideal Candidate Background

  • 5–10 years of experience in financial planning or a related field, with a strong understanding of product finance.
  • Proficiency in leveraging AI tools and technologies, particularly in the context of financial services.
  • Experience with financial software such as eMoney to support client needs and product development.
  • Strong analytical skills with the ability to interpret data and make informed decisions.

Preferred

  • Familiarity with cryptocurrency markets and tax implications related to crypto investments.
  • Experience working in a startup environment, particularly within the fintech or crypto sectors.
  • Knowledge of product management principles and practices.

Compensation and Benefits

The base salary for this role ranges from $138K to $190K, reflecting the importance of this position within the company. In addition to competitive compensation, the company offers a dynamic work environment and opportunities for professional growth.

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FAQs About Financial Planner, Product Jobs at Recruiting From Scratch

What is the work location for this position at Recruiting From Scratch?
This job at Recruiting From Scratch is located in San Francisco, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Recruiting From Scratch?
Candidates can expect a pay range of $138,000 and $190,000 per year.
What employment applies to this position at Recruiting From Scratch?
Recruiting From Scratch lists this role as a Full-time position.
What experience level is required for this role at Recruiting From Scratch?
Recruiting From Scratch is looking for a candidate with "Senior-level" experience level.
Does Recruiting From Scratch allow remote work for this role?
Yes, this position at Recruiting From Scratch supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Recruiting From Scratch for this role?
Recruiting From Scratch offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Recruiting From Scratch?
You can apply for this role at Recruiting From Scratch either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.