Head Design
Ffur Consulting
hybridmidpermanentproduct-managementother San Francisco, CA Yesterday via LinkedIn
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Certified Financial PlannerPersonal Financial PlanningFiduciary AdviceRetirement PlanningDebt ManagementInvestmentsGoElixirAPI DevelopmentSecurity & Code Quality
About the role
Role overview
Lead client advising efforts as a fiduciary, providing holistic personal financial planning guidance across key areas such as saving, retirement, debt management, and investments.
Responsibilities
- Advise clients on comprehensive financial planning (holistic guidance).
- Enhance or improve user experience for the site/service.
- Help with processing transactions.
- Send emails related to the site and/or respond to inquiries.
- Support operational excellence and ensure decisions reflect the right trade-offs.
Requirements
- Personal financial planning professional; Certified Financial Planner™ (preferred).
- Must provide fiduciary-level guidance.
Nice-to-haves / Additional signals
- Experience building web APIs with Go, or experience with functional programming (e.g., Elixir, NodeJS, Clojure, F#).
- Motivation to learn deeply; willingness to pair and work with experienced teammates.
- Care about security, code quality, scalability, performance, and simplicity.
Scraped 8/3/2026