Certified Financial PlannerTM

1 week ago


New York, United States Stealth Full time
Job DescriptionJob Description

Company Overview and Job Description:

We're a stealth startup passionate about empowering employees to take control of their financial futures; we work with companies to offer financial planning as an employee benefit. As a Remote Certified Financial Planner (CFP™), you'll join us in transforming how employees approach their personal finances. We're seeking CFPs with strong planning skills, deep financial knowledge, and exceptional customer relations skills.

Responsibilities:

  • Provide individual virtual consultations and financial planning services to employees and develop customized financial plans that meet employees’ unique needs and goals
  • Effectively communicate complex financial matters and concepts to clients in a clear, concise, and engaging way
  • Assist in content development and contribute to programming (including webinars, workshops, blogs, etc.)

Requirements:

  • A Certified Financial Planner (CFP) designation
  • A minimum of 4 years' experience as a CFP 
  • Strong interpersonal skills and the ability to establish and maintain trusted client relationships, especially virtually
  • The ability to advise across multiple personal finance topics (including but not limited to budgeting, retirement, goal setting, debt management, equity compensation, etc.)

Why us:

  • Flexible Hours: We understand the importance of work-life balance, and we prioritize flexibility. You have the freedom to schedule your work with us around your main business or personal endeavors. This arrangement allows you to maintain and grow your own venture while still being an integral part of our team.
  • Contribute to and Shape a Fast-Growing Startup: Be part of an exciting and dynamic startup journey. We are in the early stages of growth, and your role will be instrumental in shaping the final product and services we provide. Your ideas, feedback, and expertise will directly influence our direction and help us achieve our goals.

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