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College Financial Planner

4 months ago

Remote, Oregon, United States Summer Full time

Who We Are

Summer is a Certified B Corp with a mission to maximize savings for the 46 million Americans burdened by student debt. Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student loan repayment, ultimately minimizing debt and generating $278/month in savings per person. Watch our product demo and hear from borrowers on how Summer has put them on the path to becoming debt free.

Summer has raised $24 million to date from world-class investors, including QED Investors, General Catalyst, Greycroft, Foundation Capital, Story Ventures, NextView, Flourish Ventures, SemperVirens, Rebalance Capital and the Financial Health Network. We've partnered with dozens of clients who pay for Summer to assist their employees and customers, including the city government of Alexandria, Virginia, the American Federation of Teachers, the American Diabetes Association, Asurion, Mattress Firm, Credit Karma, and more.

Your Role

We are looking for a consultant to work with us to design and run a program that helps families plan for the cost of college. This role will report to our Chief Customer Officer. Responsibilities include:

  • Design and run a consulting program for parents planning for college costs, including onboarding, consultation structure, and follow up materials
  • Design and run workshops and group sessions for college financial planning
  • Set availability schedule for parents to schedule calls for questions about 529s, how much to save and budget for college costs, and the financial aid process
  • Consult on developing Summer's product tools and marketing materials for college savings planning as needed
  • Develop a framework for measuring user success and savings

We expect the time commitment to be 20 hours per month to start, with the opportunity to grow as user engagement with the college cost planning program increases.

Recommended Experience

  • 5+ years' proven experience as an advisor for educational expenses, including expertise in saving for college, 529s, and FAFSA and financial aid process
  • Bachelor's Degree and Certified Financial Planner designation
  • Ability to begin speaking with users within the first two months of onboarding
  • Excellent attention to detail, multi-tasking, and time management skills
  • Organized and process driven; you can independently manage tasks, know when to
  • ask for help, manage your calendar appropriately, and actively communicate your needs to the team
  • Comfortable in a small, remote team environment; has the ability to independently identify problems and inefficiencies and take ownership on solutions
  • Strong empathetic listening and customer service skills
  • Excellent written and verbal communication skills

Values + Benefits

We're proud to be a mission-driven company with an inclusive culture. Our greatest asset is the set of values our team strives to embody every day: empathy, diversity, growth, determination, humility, and fun. Learn more about culture at Summer:

Summer supports a hybrid, flexible work environment and we welcome applicants from anywhere in the United States.

Sound interesting? We look forward to hearing from you. Join us to help fix the system

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Summer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.