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College Financial Planner
4 months ago
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
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.
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