Senior Financial Planner—AI-Driven Wealth Strategy

Amaltash; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Amaltash, based in San Francisco, is seeking a Senior Financial Planner (CFP or CFA) to design comprehensive financial plans and translate them into actionable risk rules and allocations. The role involves working closely with clients and our advisory team to ensure portfolios align with goals and tax considerations.

You will lead planning conversations, write clear client-ready plans, and review proposed strategies before implementation.

Qualifications

• CFP or CFA charterholder with 5–10 years of planning or portfolio work.
• Experience at an RIA, private bank or planning firm.
• Series 65 (or 7 + 66) held, or passed within 90 days of joining.

Responsibilities

• Run planning conversations and write plans clients can read in one sitting.
• Translate each plan into the risk rules and allocations their strategies use.
• Review strategies our agents write before they reach a client account.

Skills

Financial planning

Client conversations

Risk assessment

Education

CFP or CFA charterholder

5–10 years planning experience

Job description

Amaltash, based in San Francisco, is seeking a Senior Financial Planner (CFP or CFA) to design comprehensive financial plans and translate them into actionable risk rules and allocations. The role involves working closely with clients and our advisory team to ensure portfolios align with goals and tax considerations.

You will lead planning conversations, write clear client-ready plans, and review proposed strategies before implementation.