Senior Financial Planner (CFP or CFA)

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 Senior Financial Planner (CFP or CFA) San Francisco, CA·Full time Company website Apply for Senior Financial Planner (CFP or CFA)

Build financial plans for our clients and turn them into the rules their strategies follow: goals, risk limits, taxes and cash needs.

About Amaltash

Amaltash is an AI-powered algorithmic trading infrastructure platform built by Rainbow Labs Inc. We’re transforming how wealth managers, hedge funds, and RIAs access institutional-grade quantitative strategies. Our marketplace connects sophisticated algorithmic strategies — backtested, validated, and ready to deploy — directly to portfolio managers through seamless brokerage integrations across US and Indian markets. Think of us as the bridge between cutting-edge quant research and the advisors who manage real capital. We’re backed by a growing community of strategy creators (including top university quant teams) and are scaling rapidly across the wealth management ecosystem. Headquartered in San Francisco, we’re a lean, high-velocity team building the future of democratized alpha.

Description

About Amaltash

Amaltash is building an AI-native wealth platform. People describe an investing idea in plain English; our agents turn it into rules-based code that runs in an isolated environment, with risk rules that can move a portfolio to cash, gold or T-bills when volatility rises. Every strategy shows exactly how it is built. We are a small team in San Francisco. Our customers are people like us: engineers, product managers and leaders who invest their own money.

Amaltash Advisors LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Brokerage, custody and trade execution are provided by Alpaca Securities LLC, member FINRA and SIPC. We are backed by investors including IDEO Labs, Balaji Srinivasan and Plug and Play.

The role

Build financial plans for our clients and turn them into the rules their strategies follow: goals, risk limits, taxes and cash needs.

What you will do

• 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.

What you bring (5+ years)

• CFP or CFA charterholder, with 5 to 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.

Big bonus

• You work, or have worked, in fintech, wealth management, brokerage or trading.
• You invest your own money and have used Wealthfront, Betterment, Robinhood or similar, and wanted more control than they give you.