Founding Planner - San Francisco - CoinTracker

    CoinTracker
    CoinTracker San Francisco

    12 hours ago

    Description

    Founding Planner

    Elite financial planning is currently unscalable as it relies heavily on expert knowledge and manual effort. This approach is expensive, limited by the number of client meetings that can be held per week.

    CoinTracker aims to fix this issue by developing AI-powered tools for delivering top-notch financial planning services to a wider audience.

    Mission Objectives:

    • Create a product architecture for AI agents that can handle complex tax, equity, and estate strategies with ease and scale from 100 households to 1 million+

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    Software Engineering Intern (Fall 2026, Winter 2027)

    Only for registered members

    We're Waypoint. We're on a mission to help cities automate transportation planning and eventually urban planning broadly. Cities face staffing shortages and budget crunches, but good planning is essential for tackling challenges like affordability, mobility, and design of human-c ...

    San Francisco, CA $64,000 - $96,000 (USD) per year

    4 days ago

  • Work in company

    Software Engineering Intern (Fall 2026, Winter 2027)

    Only for registered members

    We're Waypoint. We're on a mission to help cities automate transportation planning and eventually urban planning broadly. Cities face staffing shortages and budget crunches, but good planning is essential for tackling challenges like affordability, mobility, and design of human-c ...

    San Francisco $6,000 - $8,000 (USD)

    5 days ago

  • Work in company

    Software Engineering Intern (Fall 2026, Winter 2027)

    Only for registered members

    We're Waypoint. We're on a mission to help cities automate transportation planning and eventually urban planning broadly. Cities face staffing shortages and budget crunches, but good planning is essential for tackling challenges like affordability, mobility, and design of human-c ...

    San Francisco, California, US $64,000 - $96,000 (USD) per year

    5 days ago

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    Event Planner

    Only for registered members

    We're looking for an Event Planner to join our Events team that can work directly with clients and run events from start to finish. · Managing event execution of multiple assigned clients and projects from start to finish · Creating and managing planning documents such as client ...

    San Francisco

    1 month ago

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    Event Planner

    Only for registered members

    We're looking for an Event Planner to join our Events team that can work directly with clients and run events from start to finish. · The Event Planner is responsible for managing event execution of multiple assigned clients and projects from start to finish creating and managing ...

    San Francisco $70,000 - $72,500 (USD)

    1 month ago

  • Work in company

    Event Planner

    Only for registered members

    + · We are looking for an Event Planner to join our Events team that can work directly with clients and run events from start to finish. · +Managing event execution of multiple assigned clients and projects from start to finish · Creating and managing planning documents such as c ...

    San Francisco, CA

    1 month ago

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    Financial Advisor

    Only for registered members

    A well-funded fintech company is building an AI-powered financial planning tool and they're looking for their first Financial Planner to be the product architect behind it. · ...

    San Francisco $138,000 - $190,000 (USD)

    3 weeks ago

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    Worldwide Service Demand Product Planner, Care

    Only for registered members

    Summary · Imagine what you could do here. At Apple, new ideas have a way of becoming extraordinary products, services, and customer experiences very quickly. Bring passion and dedication to your job and there's no telling what you could accomplish. The people here at Apple don't ...

    San Francisco

    5 hours ago

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    Planner III

    Only for registered members

    We are seeking an experienced Planner III who will manage complex planning projects facilitating public access and outdoor recreation in Santa Clara and San Mateo Counties. · ...

    San Francisco

    1 month ago

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    Financial Planner, Product

    Only for registered members

    We are fixing financial planning by turning logic into code. We are seeking a Founding Planner to serve as the Product Architect for our AI agents.You will sit with our engineers to design decision trees for complex tax strategies. · ...

    San Francisco $138,000 - $190,000 (USD)

    1 month ago

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    Sr. Tax Accountant, Private Equity

    Only for registered members

    · The Company · Founded in 1964, this XCTR client is an American Private Equity firm located in the San Francisco Bay Area. They are focused on venture capital investments in technology-based start-up companies. This role is with the finance group, which supports the venture cap ...

    San Francisco, California, United States

    1 week ago

  • Work in company Remote job

    Volunteer: Community Launch Strategy

    Only for registered members

    This is a volunteer opportunity to create a community launch strategy and outreach playbook for the SafeHome website. · ...

    San Francisco, CA

    1 month ago

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    Associate Inventory Planner, Cookware

    Only for registered members

    Job Description · About the Inventory Management Team · You will be part of the Inventory Planning organization responsible for the strategic planning of inventory positions to drive sales, manage inventory turn and meet or exceed financial targets for your area of responsibility ...

    San Francisco, CA $53,000 - $63,000 (USD) per year

    1 week ago

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    Associate Inventory Planner

    Only for registered members

    You will be part of the Inventory Planning organization responsible for the strategic planning of inventory positions to drive sales, manage inventory turn and meet or exceed financial targets for your area of responsibility. · You will collaborate with other business functions t ...

    San Francisco $53,600 - $63,000 (USD)

    1 month ago

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    Demand Planner

    Only for registered members

    Astranis builds advanced satellites for high orbits expanding humanity's reach into the solar system providing dedicated secure networks to sophisticated customers across the globe. · Develop and maintain material plans aligned with production schedules ensuring timely availabili ...

    San Francisco $110,000 - $160,000 (USD)

    1 month ago

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    Fiduciary Officer II

    Only for registered members

    Overview · This position collaborates with the relationship team to provide fiduciary services to high net worth clients with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills ...

    San Francisco, CA

    4 days ago

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    Financial Advisor

    Only for registered members

    We are immediately seeking an Experienced Financial Advisor who wants to build and service a substantial wealth book while leveraging our existing institutional retirement plan administration platform. · ...

    San Francisco

    1 month ago

  • Work in company

    Volunteer: Community Launch Strategy

    Only for registered members

    Create a community launch strategy and outreach playbook for the SafeHome website. · Identify recommended distribution channels and draft outreach approaches for community groups and city departments. · Suggest simple metrics to measure the effectiveness of the strategy. ...

    San Francisco

    1 month ago

  • Work in company

    Software Engineer

    Only for registered members

    About Chalk · Chalk is building the data platform that powers the future of machine learning applications. We tear down complexity, latency, and scale barriers that have traditionally constrained ML capabilities. Our platform combines Rust-speed performance with elegant tools tha ...

    San Francisco, CA $10,000 - $14,400 (USD) per year

    4 days ago

  • Work in company Remote job

    Volunteer: Website Addition: Donation Page

    Only for registered members

    This is a volunteer opportunity to design and build a donation page for Taproot Foundation. · We are looking to partner with a web designer to design and build a donation page for our nonprofit website. The deliverable for this project would be a wireframe for the donation page a ...

    San Francisco, CA

    1 month ago

  • Work in company

    Fiduciary Officer II

    Only for registered members

    Overview · This position collaborates with the relationship team to provide fiduciary services to high net worth clients with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills ...

    San Francisco $145,000 - $165,000 (USD)

    4 days ago

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