College Financial Planner

2 weeks ago

New York, United States Summer Full time

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 -- 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.

#J-18808-Ljbffr

  • College Financial Planner

    3 weeks ago

    New York, United States Summer Full time

    Job DescriptionJob DescriptionWho We AreSummer 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...

  • College Financial Planner

    3 weeks ago

    New York, United States Summer Full time

    Job DescriptionJob DescriptionWho We AreSummer 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...

  • College Financial Planner

    2 weeks ago

    New York, United States Summer Full time

    Job DescriptionJob DescriptionWho We AreSummer 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...

  • Financial Planner

    3 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Job DescriptionJob DescriptionCertified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement...

  • Financial Planner

    3 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Job DescriptionJob DescriptionCertified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement...

  • Financial Planner

    2 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Job DescriptionJob DescriptionCertified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement...

  • Certified Financial Planner CFP

    3 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and...

  • Certified Financial Planner CFP

    3 days ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and...

  • Certified Financial Planner CFP

    3 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and...

  • Certified Financial Planner CFP

    2 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and...

  • Certified Financial Planner CFP

    2 weeks ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and...

  • Certified Financial Planner CFP

    4 days ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to formulate and implement holistic financial planning advice and...

  • Certified Financial Planner CFP

    5 hours ago

    New York, United States Right Executive Search, LLC Full time

    Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office)Compensation: Base: $130-170k plus bonus ("all in" up to $200k) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to...

  • Certified Financial Planner CFP

    6 days ago

    New York, United States NPAworldwide Full time

    Job description: Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focusedCertified Financial Plannertoformulate and implement holistic financial...

  • Transportation Planner Series/staff Analyst Series

    2 months ago

    New York, United States Metropolitan Transportation Authority Full time

    **Description** **Job Information**: Title: Transportation Planner/Analyst Series First Date of Posting: 04/29/2024 Last Date of Filing: Open until filled. Authority: MTA Bus/ NYCT/ MaBSTOA Department: Operations Planning Bus Division/Unit: Schedules Reports to: Seniors Schedules Manager Work Location: 2 Broadway, Manhattan Hours of Work: 9AM to...

  • Financial Advisor/Financial Planner

    1 month ago

    New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...

  • Financial Advisor/Financial Planner

    3 days ago

    New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning.They should...

  • Financial Advisor/Financial Planner

    2 months ago

    New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...

  • Financial Advisor/Financial Planner

    2 weeks ago

    New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...

  • Senior Financial Advisor/Planner

    2 months ago

    New York, United States CareerBuilder Full time

    Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the financial planning continuum. ability to lead certain firm client relationships no production requirements or expectations strong work ethic required and the ability to multi-task high level of...