CERTIFIED FINANCIAL PLANNER™ Practitioner

2 days ago

Boston MA United States PuroClean Certified Restoration Specialist of Auburn Full time

Boston Society of Grownups is a learning initiative created to help people through the challenges and changes in life that no one likes to talk about – the hard parts of adulthood that everyone assumes everyone else has figured out. It’s a place dedicated to fostering financial literacy on issues such as paying down debt, saving for a down payment, and planning for the future. We’re also a place to learn about the somewhat lighter–but no less intimidating–challenges of being a Grownup, including how to travel on a budget and successful ways to network.

We offer classes, chats, supper clubs, guest speaker events, and one-on-one sessions with financial planners, as well as a variety of online tools at SocietyofGrownups.com. Society of Grownups does not sell any products in our space or on our site.

WHO WE’RE LOOKING FOR

You’ll join a team of experienced CFPs who are driven to change the financial conversation and how financial advice and planning are delivered. In addition to the planning team, you’ll collaborate with our community managers, developers, engineers, designers, and researchers to help build out our service offerings, business model, and digital platform. You should be:

A CERTIFIED FINANCIAL PLANNER professional who is passionate about teaching financial classes that meld finances with the ups and downs of real life, providing personalized advice to help people become better informed and financially mature.

Working for an RIA firm providing holistic financial planning to clients, but be interested in working for a brand that is currently tackling the emerging needs of upcoming generations (~25-40 year olds), helping them become more successful and well-rounded adults.

WHAT YOU’LL WORK ON

Society of Grownups CFPs are our in-house resource for financial advice and life planning, who believe there is a whole demographic of underserved people just waiting to be engaged, especially when it comes to financial literacy.

Our team of CFPs will be the primary source of financial planning knowledge for Grownups through leading drop-in and scheduled financial advising appointments, teaching classes, and assisting in the creation of custom financial content for the Society of Grownups space, website, blog, and social media channels.

Our CFPs believe in objective, individualized financial advice that helps each Grownup work toward their personal goals. They are inspired by personal stories and relationships, and believe that every Grownup’s values should drive their financial goals, no matter how different those values are from their own.They are the best brand advocates Society of Grownups has, offering top-notch customer service and engaging with our Grownups on their own terms.

You will:

  • Deliver sound personal financial advice to Grownups, in alignment with the Society of Grownups mission, vision, values, and culture.
  • Teach classes and lead events to inspire both current and future Grownups.
  • Serve as a subject matter expert on personal financial planning, and work with the team to create, design, develop, implement, and evolve learning programs for our Grownups.
  • Work with the Content Strategy Manager to produce custom financial content that may be featured on our website, blog, marketing materials, or in the Society of Grownups physical space.
  • Contribute to the development of our digital platform, as well as to the overall strategy for our growth and success.

This is a salaried opportunity. This is not a sales role. This is a dynamic opportunity to work for a start-up intent on disrupting the traditional financial services model. Work hours vary, and this isn’t a 40-hour-per-week job. Evening and weekends are required.

YOU SHOULD HAVE
  • CFP designation with 2+ years of experience providing financial plans and advice directly to clients. Experience providing holistic financial planning at a registered investment advisor (RIA) firm is strongly preferred.
  • No legal, regulatory, or other disciplinary history that could impact the firm’s registration as an Investment Adviser, or the applicant’s ability to associate with the firm.
  • Bachelor’s Degree.
  • Broad personal financial knowledge and expertise.
  • Intellectual curiosity, the ability to deal with ambiguity, and an entrepreneurial spirit.
  • Successful experience working in a collaborative environment and gaining results through teamwork, with the ability to manage multiple tasks.
  • Customer service, communication (both written and verbal), and presentation skills.
  • Excellent personal time management.
WHAT’S IN IT FOR YOU?

Here at Society of Grownups, we know life is about more than just your paycheck. Besides interesting and challenging projects for you to work on, we’ve got a slew of benefits available to help you live life the way you want.

  • Health, dental, and vision insurance
  • Wellness and employee assistance programs
  • Life and dependent life insurance
  • Short- and long-term disability insurance
  • Up to 10 paid holidays and 19 or more vacation and personal days per year
  • Competitive salary and eligibility for annual incentives
  • Pension plan, 401(k), and financial education
  • Education assistance, adoption assistance, flexible spending accounts, and employee discounts

Please send a cover letter or video introduction (yes, really). Do us a favor (we really want to get to know you) and don’t just summarize the professional experiences you’ve had. Take a look at our website, and then tell us more about you, why you’re interested in joining us, what experiences you’ve had (work or personal) that influence why you might be a great fit, and how you think you could engage our Grownups.

We are an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or protected veteran status. We welcome all persons to apply.

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