Financial Planning Advocate

1 week ago

Washington, Washington, D.C., United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time
Job Title: Candidate Advocate

Join CFP Board of Standards as a Candidate Advocate and play a vital role in supporting the growth and success of financial planning professionals. As a key member of our team, you will be responsible for ensuring candidates for CFP certification advance successfully through the certification process.

Key Responsibilities:
  • Provide personalized advice and assistance to candidates, serving as their primary outreach contact.
  • Manage a high volume of calls with existing or potential certificants, utilizing various personal outreach approaches to facilitate candidate advancement.
  • Offer guidance and support on opportunities to complete requirements, especially exam support resources, and understand when to seek assistance from CFP Board staff experts.
  • Create personalized follow-up plans with candidates who have not taken next steps towards certification, understanding the "why" and providing information that motivates action.
  • Deliver resources to candidates with real-life examples of how other candidates overcame obstacles, both professional and personal, to pass the CFP exam and achieve CFP certification.
  • Provide reporting on personal candidate outreach and progress towards certification, collecting, recording, and reporting on individual contact feedback to identify common obstacles.
  • 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 of Standards

CFP Board of Standards is the professional body for personal financial planners in the U.S. We are dedicated to advancing the financial planning profession for the public's benefit. Our organization consists of two affiliated organizations focused on promoting the financial planning profession.

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 of Standards believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board of Standards 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, in addition to incentive compensation for which employees are eligible based on completion of individual goals.

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