Senior Wealth Planning Specialist — Financial Intelligence

📋 Description

• Define how Monstro reasons about wealth across domains.
• Review and approve AI-guided planning guidance.
• Set standards for accuracy, completeness, cross-domain consistency.
• Identify gaps where AI evaluators miss nuance and escalate.
• Collaborate with the founder to shape professional standards.
• Serve as internal authority across the Six Planning Domains.

🎯 Requirements

• 4–7+ years constructing or reviewing comprehensive financial plans.
• Experience across tax, estate, investment, and planning domains.
• Strong written communication.
• Experience with planning software: eMoney, RightCapital, MoneyGuide, Orion, Envestnet.
• CFP® or CPA with advanced designation.
• Ability to operate as a senior individual contributor without a team.

🎁 Benefits

• Ownership and impact: help shape AI-powered finance.
• Experienced team with a track record of scaling.
• Principles-driven culture: speed, ownership, impact.
• Competitive compensation with equity and comprehensive benefits.
• Health, vision, dental, and disability coverage.