Join our team

We love it here. You will too.

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Level up at Planswell

At Planswell, we’re on a mission to give people from all walks of life personal financial advice that’s on par with the guidance received by the wealthiest of the wealthy. We do this from our home offices in seven countries.

Being a fully remote team means we get our pick of the best talent in the universe and the benefit of diverse, global perspectives. We've built a top-notch staff of wicked smart people who are passionate about changing lives for the better, including our own.  It's interesting, rewarding work.

We're working towards global domination, and we're well on our way.

Read The Worst Career Advice You've Ever Gotten  featuring Planswell CEO Eric Arnold; Think Advisor.

Planswell-Is
Now Hiring

Open Positions

Product Manager—Consumer Experience

Unleash your analytical mind on our marketing funnel. 

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Product Manager—Planning

Draw the roadmap that leads us to the best financial planning software on the market.

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HubSpot Sales Operations Manager

Be a hero to the sales team by keeping them operating efficiently.

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Account Executive—High Commission

Our sales management and training is second to none. 

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Planswell is Growing!

We're excited to welcome new friends from around the world.

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Life is sweet

Perks We Love

In addition to competitive salaries, full-time team members enjoy a suite of coveted perks including: 

  • Fully remote
  • $2,000 home office allowance
  • Unlimited vacation 

  • Flexible work hours
  • 10 paid company holidays

  • Health benefits 

  • Team retreats
  • Maternity & paternity leave
  • Original portrait by Tamara
Now hiring
teammate spotlight

We work with the coolest people

Aditya

As a ninth grader, Aditya Bhatia cold-called us and asked for an internship. We're lucky he did.  He's invaluable to our team, unlocking amazing B2B campaigns and sourcing swag in Asia. 

Tamara

From her home in Serbia, our talented illustrator Tamara Antonijevic creates all of the beloved characters who put our users at ease during their financial discovery.

Anthony

We recruited Anthony Gomez, an engineer by trade, from a billion-dollar project at a nuclear power plant. He now engineers our complex digital advertising on dozens of platforms.

How we work

We're an open book

Literally. Our team handbook is available for all to see, including job applicants, our competitors, and the media. Transparency is important to us.

Want more info about life at Planswell? Browse our handbook

Planswell Handbook (1)