About the role

Role overview

Lead the company’s client advising efforts as a fiduciary. You will provide holistic personal financial planning guidance—supporting clients on their most important decisions.

Responsibilities

Provide comprehensive advice covering saving, retirement, debt management, and investments.
Enhance/improve the user experience of the site/service.
Process transactions.
Send emails about the site and respond to inquiries.
Communicate updates, including related notices (e.g., updates and agreement-related legal communications).

Requirements

Personal financial planning professional; Certified Financial Planner (CFP) preferred.
Ability to act as a fiduciary providing holistic planning.

Additional focus / desired background

The posting strongly emphasizes engineering interests and an ability to learn:

Experience building web APIs with Go OR experience with functional programming (examples: Elixir, NodeJS, Clojure, F#).
Strong care for security, code quality, scalability, performance, and simplicity.
Seek operational excellence and apply strong engineering practices.
Make sound trade-offs and understand implications.

Nice-to-haves

Experience working with both Go and Elixir (or readiness to learn quickly with experienced teammates).

About Fides Data Processing

Fides Data Processing appears to be a financial services/wealth or personal financial planning business, providing client advising around areas such as saving, retirement, debt management, and investments. The posting references a service platform used by clients, implying a regulated, security-focused environment.

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