Financial Advisor

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Boldin

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💳 Fintech

☁️ SaaS

Fintech • SaaS

Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses — including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring — plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNER® advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.

📋 Description

• Create and deliver comprehensive financial plans to clients. • Support clients who want ongoing financial planning services. • Provide hourly advice as clients need help making informed decisions on a limited scope basis. • Teach and empower clients to understand their finances by breaking down complex concepts into easy-to-follow strategies.

🎯 Requirements

• CFP® or CFA® certification required. • EA® a plus. • Background in fee-only financial planning and investment advice. • At least 5 years of experience as a financial advisor owning client relationships. • Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income and withdrawal strategies. • A passion for helping clients understand and manage their money. • Excellent writing, communication, and interpersonal skills.

🏖️ Benefits

• We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. • If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit. • Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. • We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities. • We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. • We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.