Financial Planning Consultant

4 weeks ago


Remote, Oregon, United States Ellevest Full time

About Ellevest

Ellevest is a pioneering investing and wealth management company built by women, for women. Our mission is to empower women to take control of their financial futures, and we're committed to making a meaningful impact in the lives of our clients.

Job Summary

We're seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in delivering exceptional client experiences and helping our clients achieve their financial goals.

Key Responsibilities

  • Provide personalized financial guidance and education to clients via phone sessions and emails
  • Conduct introductory calls with clients and prospects to explore Ellevest's financial planning services
  • Support prospective clients by educating them on our services and matching them with the right planning session or package
  • Collaborate with the Financial Planning team to maintain a consistent client experience
  • Present educational workshops and webinars to groups of + people

Requirements

  • CERTIFIED FINANCIAL PLANNERTM (CFP) Professional certification
  • 5+ years of broad financial planning experience
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Passion for Ellevest's mission and values

Compensation

The prospective pay rate for this consulting role is $-/hour. The actual offer will be determined by a number of factors, including the applicant's experience, skills, and certifications.



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