You will play a key role in financial planning, analysis, and strategic decision-making, particularly for our Product and Engineering teams, responsible for budgeting, forecasting, financial modeling, and providing actionable insights to drive financial efficiency and growth. This role requires a deep understanding of the crypto and blockchain space, strong analytical skills, and the ability to communicate complex financial data.

Conduct in-depth client interviews to gather personal financial data and to formulate planning goals; Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding; Assist clients with the implementation of their financial plans; Participate in client meetings to support the primary relationship manager.