Director of Client Success and Financial Planning

6 days ago


San Francisco, California, United States Goismo Full time
About Goismo

We are a leading provider of financial planning services, dedicated to helping clients achieve their long-term goals. Our team of experienced professionals is passionate about delivering exceptional client outcomes.

Job Description

We are seeking a highly skilled Director of Client Success and Financial Planning to lead our client advising efforts. As a fiduciary, you will work closely with clients to provide holistic advice on areas including saving, retirement, debt management, and investments.

  • Your primary responsibility will be to enhance the user experience of our site and service, ensuring that our clients receive the highest level of support.
  • You will process transactions efficiently, guaranteeing timely completion and accuracy.
  • A key aspect of your role will be to communicate effectively with clients through various channels, responding to inquiries and providing regular updates on their accounts.
  • To ensure compliance, you will adhere strictly to our Privacy Policy and Terms of Service.
Requirements

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients. A Certified Financial Planner (CFP) certification is preferred but not mandatory. Your expertise in financial planning, coupled with your passion for helping others achieve their goals, makes you an attractive candidate for this role.

What We Offer
  • Ongoing opportunities for professional growth and development, allowing you to expand your skill set and advance in your career.
  • A collaborative work environment, where experienced teammates share knowledge and best practices to drive success.
  • Competitive compensation and benefits packages, ensuring your financial well-being and peace of mind.


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