Careers at
Holistiplan

Join our growing team where amazing people (like you) come to do their best work.

Build better tech for
a brilliant community 

From solo advisors to enterprise firms, our customers operate more efficiently and over-deliver to their clients with Holistiplan. Today, we have more than 30,000 advisors and over 8,000 firms on the Holistiplan platform — and we’re just getting started.

Life at Holistiplan

Why We Wake Up Each Morning

We build technology that helps financial advisors help families.

A Culture that Connects

We’re a swift-paced startup that still takes the time to make a shared space for our team.

Our Day to Day Vibes

We celebrate wins, value feedback, and let talented people do their thing.

Employee Benefits

Perks you can plan on.

Fully Remote Workforce
Family Health Insurance with Dental & Vision Plans
Life Insurance
Employee Assistance Program
401K Matching
Career Advancement Opportunities
Paid Parental Leave
Office Space & Wellness Reimbursements

Explore Open Roles

Position:
Senior Product Counsel, Estate
Location:
100% Remote
Who We Are Holistiplan is an award winning financial planning tool that specializes in tax planning, insurance risk management,...