YourStake jobs

YourStake offers AI-powered assistants for financial advisors to streamline their practice and meet client priorities.

👥 11 - 50 employees🏢 Financial Services🌍 United States🚩 Founded 2018💰 Funding: Non Equity Assistance

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1 open role at YourStake

Senior Financial Planning Specialist (CFP Required)

📅 Aug 4

YourStake👥 11 - 50 employees🏢 Financial Services

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📅 Aug 4

As a Senior Financial Planner, you will produce comprehensive financial plans for affiliated advisors, enhancing their client offerings through expert analysis and efficient workflows.

📍 🇺🇸 Brooklyn - Remote💰 $80k - $110k / year💼 Full-Time 🎸 Senior 📈 Financial Analyst

Financial PlanningTax PlanningEstate PlanningRetirement Planning

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