Come build something GREAT WITH US.
Why work at Holistiplan?
Founded in 2019, Holistiplan was created by two CFP® professionals - Roger Pine, CFA, CFP® and Kevin Lozer, CFP® to help others in our field efficiently and consistently provide financial planning services to clients. Drawing from personal experience, we designed Holistiplan’s software to accomplish what has historically been two competing goals in our profession: make the financial planning process faster for us while creating more value for every client.
Holistiplan’s mission is to create technology that helps financial advisors help more families. We bring tax planning to every advisor so they can bring it to every client.
Holistiplan is a fast-moving startup that takes the time to build collegiality and shared experience amongst all team members. We’ve forged a culture of respect where everyone’s input is valued. You’ll find yourself working alongside colleagues who are friendly and willing to go the extra mile to help out. We enjoy coming to work every day because our work matters and our teammates truly value our unique contributions.
Our Day to Day Vibes
Wins are celebrated and leadership is open to new ideas and concepts which has helped the company grow at a swift pace. Feedback is valued and encouraged, and employees are given the autonomy they need to do their jobs effectively without being micromanaged. More simply, we hire smart, capable, talented people and then let them do their thing.
Perks for Working at Holistiplan
% paid for employee; % paid for employee family members
With matching contributions
Unlimited days off
Unlimited PTO, paid holidays, sick days
Yearly company event with the team, in person
Career Advancement Opportunities
Fully Remote Workforce
Come Join a Winning Team
Holistiplan has more than 22,000 advisors from across over 5,500 firms on its platform with company growth set to expand quickly over the next year.
Tax Planning Software in the T3/Inside Information Software Survey three years running (2021, 2022, & 2023)
In Tax Planning in the 2021 Kitces Research Technology Study
XY Planning Network Annual FinTech Competition Champion
Yahoo Finance, The Street, Financial Advisor Magazine, and many more.
Check Out Our Openings
Does one of these job opportunities sound like you? Click to learn more and apply!