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Financial Planning Advocate

1 month ago

Washington, Washington, D.C., 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:
  • Assist candidates with understanding exam registration and available support, initial certification requirements, and next steps in the certification process
  • Manage high volumes of calls with existing or potential certificants, utilizing a variety of personal outreach approaches to facilitate candidate advancement through the certification process
  • Provide advice and support on opportunities to complete requirements, especially exam support resources; understand when to provide advice and when to seek assistance from CFP Board staff experts on how to assist candidates with unique situations
  • Create personalized follow-up plans with candidates who have not taken next steps towards certification; understand the 'why' and provide 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; collect, record, and report 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
  • Perform other duties as assigned
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 only 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. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit.

CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification - widely recognized by the public, advisors, and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical financial planning.

CFP certification is held by more than 100,000 people in the U.S.

CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.

This position works on programs which are part of the 501 (c)(6).

This 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, in addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.