Fractional Wealth Planner

A financial technology firm is looking for a wealth planner to help define tax and succession planning scenarios for their AI platform. The ideal candidate has over 5 years of experience in wealth management or tax advisory. This role starts on a part-time basis with potential conversion to full-time. Strong communication skills and a founder mindset are...

An innovative venture studio is seeking a founding wealth planner to design a scenario engine for wealth management.This role involves developing tax and succession planning scenarios and collaborating with an experienced team to create AI-driven insights.The position offers part-time consulting with potential for full-time conversion and equity after...

A financial technology startup is seeking a Wealth Planner to design tax scenarios for its AI platform. The role involves 5+ years of experience in wealth management, creating structures for effective client insights. Responsibilities include conducting market validation, collaborating with technical leaders, and overseeing scenario development. Initially a...

1 day ago Be among the first 25 applicantsLocation: Milan or Remote (EU time zones)Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financingStart: ASAPWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling,...

*Location:*Milan or Remote (EU time zones)*Engagement:*Fractional (part time) consulting for the first months, with path to full-time post-financing*Start:*ASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families. By automating research, modeling, and reporting, we...

Location: Milan or Remote (EU time zones) Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financingStart: ASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By automating research, modeling, and reporting, we replace...

Location: Milan or Remote (EU time zones) Engagement: Fractional (part time) consulting for the first months, with path to full-time post-financingStart: ASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By automating research, modeling, and reporting, we replace...

Location:Milan or Remote (EU time zones)Engagement:Fractional (part time) consulting for the first months, with path to full-time post-financingStart:ASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By automating research, modeling, and reporting, we replace...

Get AI-powered advice on this job and more exclusive features.LocationMilan or Remote (EU time zones)EngagementFractional (part time) consulting for the first months, with path to full-time post-financingStartASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By...

Location:Milan or Remote (EU time zones)Engagement:Fractional (part time) consulting for the first months, with path to full-time post-financingStart:ASAPAbout WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By automating research, modeling, and reporting, we replace...