Financial Planning Advocate

1 day ago

Washington DC USA, United States Certified Financial Planner Board of Standards, Inc. Full time
Job Title: Candidate Advocate

The Certified Financial Planner Board of Standards, Inc. is seeking a highly motivated and customer-focused Candidate Advocate to support the growth of our certification program. As a key member of our team, you will play a critical role in ensuring candidates for CFP certification advance successfully through the certification process.

Key Responsibilities:
  • Provide personalized advice and assistance to candidates, ensuring they understand exam registration, initial certification requirements, and next steps in the certification process.
  • Manage high-volume calls with existing or potential certificants, utilizing a variety of personal outreach approaches to facilitate candidate advancement through the certification process.
  • Deliver resources to candidates with real-life examples of how other candidates overcame obstacles to pass the CFP exam and achieve CFP certification.
  • Collect, record, and report on individual contact feedback to identify common obstacles and areas for improvement.
  • Attend mandatory training sessions to stay up-to-date on product or company policy changes.
  • Participate in special projects or support to various departments, as approved by supervisor.
Requirements:
  • A minimum of 1 year's experience in customer service or a call center environment.
  • Outstanding customer service skills and behaviors, including active listening, rapport building skills, accuracy, and professionalism.
  • Self-directed and motivated to pursue goals with minimal management on a day-to-day basis.
  • Ability and interest to actively engage and interact with candidates via telephone and email on an ongoing basis.
  • Strong written and verbal communication skills.
  • Ability to multi-task and be flexible to meet business needs.
  • Ability to work effectively and collaboratively with others.
  • Excellent attention to detail.
  • Proficient in Microsoft Office suite; database experience is a plus.
About CFP Board:

CFP Board is the professional body for personal financial planners in the U.S. We are committed to advancing the financial planning profession for the public's benefit. Our certification program is widely recognized by the public, advisors, and firms as the standard for financial planners.

This position works on programs which are part of the 501(c)(6). The position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time. CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $42,500.00 to $50,000.00, plus incentive compensation for which employees are eligible based on completion of individual goals.

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