We’re disrupting an outdated industry. Join us.
We believe in doing good for our employees, our clients, and our community. We strive to be a positive influence on the world around us.
To support our philosophy of doing good, we foster a culture of respect for our colleagues, our clients, and everyone we interact with.
The demands of work and life don’t have to clash. We give our employees the flexibility they need to balance the two.
As one of the fastest-growing private companies in the U.S., there are always opportunities for professional growth.
What we're looking for
We believe in doing good for our employees, our clients, and our communities. That means offering competitive benefit and compensation packages.
We’ve set a company wide $45k annual salary minimum and offer a very generous and flexible PTO benefit.
We cover 100% of the premium for our medical, dental, and vision plans and fully fund our employee’s HSA.
We provide a 401(k) retirement plan with company profit-sharing to all employees.
We give our employees 20 paid hours each year to do good in their community for the cause of their choice.
We provide a monthly wellness stipend to all employees as well as unlimited, healthy snacks and drinks.
We celebrate holidays and significant company milestones with parties, team activities and catered lunches.
Awards & Recognition
Job Summary Paraplanner FormulaFolios is a technology driven investment management firm that operates more like a web-based start-up than your typical old school investment firm. FormulaFolios was ranked by the Inc. 500 as the 15th fastest growing company in the country and have also been named to the Financial Times 300 Top Registered Investment Advisers list. Due to our rapid growth, we're seeking an individual to join our team providing financial planning and investment consultation for advisors with high net worth clientele.
FormulaFolios is a rapidly growing investment firm that helps fiduciary financial advisors better serve their clients. We deliver goal-based financial planning and automated portfolio management focused on the client’s long-term goals. We believe in Doing Good - for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients' lives but also to be socially and environmentally conscious so that we can provide value to the world around us. As a product designer, you will have the opportunity to make a significant impact in how we disrupt the financial services industry by making user-friendly products for financial advisors so that they can better serve the general public. You'll do this by working closely with our product managers, developers and stakeholders to help build and launch our B2B products that will break and improve an outdated industry.