This position will teach you all the required skills to grow a global business in 2021. Join our team to help launch the leading Fintech Wealth Management application that serves a growing market using the latest technology.
Pocket Planner helps improve access to and the quality of financial advice. Our goal is to show everyone a path to Financial Freedom. We do that by helping people get out of doubt about their finances with a personal financial plan.
Your plan helps you get organized and take control. By adding your data you can see actual and forecast financial models. Next, you can test changes to view the impact on your future. If you need help you can speak with a Pocket Plan specialist.
The value we offer includes:
After starting his career in 2007, Nathan’s portfolio now extends across three successful companies, including wealth management, digital marketing, and software. Widely sought after for his marketing expertise, Nathan’s superpower lies in the ability to strategize and implement leading conversion and marketing funnels using cutting-edge technology.
Who Do You Work With?
Since November 2019, Pocket Planner has been Nathan’s primary business focus. The result is powerful technology and a roadmap to creating a global professional network. With the launch of the client and advisor technologies, Pocket Plan stands to help tens of thousands of people gain financial freedom.
This impact has helped us earn support from leading institutions including:
– The Howard County Economic Development Authority
– EY Entrepreneur’s Access Network
– Google Cloud Project
Our pedigree is backed up by the fact that we work with 7 and 8 figure businesses helping them grow their revenue and help their clients.
We’ve been able to do this by hiring (and firing) based on a specific set of core values. Take a look below and really consider if your values match ours. If so, then read on.
Pocket Planner offers you the ability to help yourself while helping others. Our company is in the seed stage with tremendous growth ahead. Your contribution will directly impact the speed and success of our business in 2023.
You can learn core skills to be successful by managing the most important aspects of the business. Our daily stand up meetings help you get what you need to remove any blocks.
You’ll have weekly tasks assigned that make clear what work is expected and when. This will help you keep sight of your goals while staying in sync with your team wherever you are.
Our mobile-first business approach allows you to work when and where you want. You’ll be collaborating with an international team that helps keep our business open 24/7 so you can grow your skills exponentially in this competitive environment.
Our team works on a mobile first basis. That means that we strive to make each employee’s tasks and resources available via cloud. We want you to be productive and safe wherever you work. We do this with a cloud based tech stack, agile project management & daily & weekly standing meetings.
You’ll be expected to participate in an all hands daily stand up meeting to stay in sync with our team. We are open from 9 am – 5pm Monday through Friday Eastern Standard Time. You are expected to be available via phone during these hours.
Maryland employees are able to work on-site in our office as they feel comfortable. You’ll have access to all accommodations in the Maryland Innovation Center.
We are committed to excellence and personal development. We only do things right even if it’s hard or takes longer. We stay strategically focused on achieving the best possible result for our clients and ourselves in everything we do. If you’re someone who refuses to take the easy way out, then check out the job offerings below and apply to join our amazing team today!
We are committed to excellence and personal development. We only do things right even if it’s hard or takes longer. We stay strategically focused on achieving the best possible result for our clients and ourselves in everything we do. If you’re someone who refuses to take the easy way out, then check out the job offerings below and apply to join our amazing team today!
Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
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“Excellent resource to get control of my finances.”
Natasha.S
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