Founding Planner

CoinTracker

2 months ago

4.0 on Glassdoor

Remote

Full Time

Senior

3 applicants

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About this role

The Founding Planner at Frame is responsible for architecting complex financial decision trees for AI agents, transforming elite financial planning into scalable, tech-driven solutions. This role requires deep expertise in financial planning, where the individual will train AI to deliver accurate and compliant advice while solving practical, real-world financial scenarios. With an active CFP license and a technology-forward mindset, the Founding Planner will define industry standards and guide the development of a new category of financial software aimed at delivering top-tier planning to a wider audience.

Skills

Qualifications

Active CFP license5+ years of experience creating tailored financial plans

About CoinTracker

www.cointracker.com

CoinTracker is a leading cryptocurrency portfolio tracking and portfolio management platform designed to help users manage their digital assets with ease. It simplifies the process of tracking investments, calculating taxes, and understanding market performance across various cryptocurrencies. With a user-friendly interface and integration with multiple exchanges, CoinTracker empowers both casual investors and more serious traders by providing comprehensive reporting, tax calculations, and portfolio insights. Its mission is to streamline the cryptocurrency management process, making it accessible for everyone.

Recent company news

Funds Society

CoinTracker Launches Its Crypto Tax Suite Alongside Coinbase

Nov 5, 2025

Business Wire

CoinTracker Launches Crypto Broker Tax Compliance Suite, Empowering Brokers and Exchanges to Tackle New Reporting Requirements While Elevating User Trust

Oct 29, 2025