Founding Planner

CoinTracker•San Francisco Bay Area, CA

7d•$138,000 - $190,000

About The Position

Today, elite financial planning is unscalable because it lives inside the heads of experts like you. It is manual, expensive, and limited by the number of client meetings you can hold per week. At Frame , we are fixing that by turning financial logic into code. We are building an AI-powered financial office that delivers top-1% planning to the millions of Americans in the 90th–99th percentile of wealth. We are not looking for a standard CFP to manage a book of business. We are seeking a Founding Planner to serve as the Product Architect for our AI agents. You will sit with our engineers to design the decision trees for complex tax, equity, and estate strategies, scaling your expertise from 100 households to 1M+.

Requirements

Active CFP license
5+ years of experience creating tailored financial plans
Deep expertise in one or more planning domains (e.g., equity compensation, investment, retirement, estate planning)
Logic-driven: can explain the math behind your recommendations
Tech-Forward: you view AI as a superpower. You are likely the person in your current firm who builds complex "Shadow Spreadsheets" because eMoney is too simplistic
Low ego
High agency
Anti-corporate

Responsibilities

Architect the "Brain": break down complex decisions (e.g., “Should I exercise my ISOs?” or “Can I afford this home?” ) into strict logic trees and "if/then" statements that our engineers can code
Train the AI: you will review AI-generated advice, correct its logic, and write the "System Instructions" that prevent hallucinations on tax and compliance topics
Solve edge cases: you will move beyond generic advice to handle the messy reality of our users—AMT crossover points, QSBS stacking, uneven cash flows, and multi-state tax issues
Define the standard: you won't just follow industry rules; you will define the guardrails for how AI interacts with fiduciary advice, writing the playbook the rest of the industry will follow in five years