Part-time Certified Financial Planner

Overview

Part-time Certified Financial Planner® needed to deliver unbiased, holistic financial guidance to employees using a digital planning experience. This role is 100% remote within the US and reports to the Director of Financial Planning.

Responsibilities

• Be available to work various shifts from 8 AM–11 PM ET Monday through Friday, with a typical expectation (not guaranteed) of 5–15 hours per week
• Meet and engage with clients remotely via video, chat, and email to provide guidance on topics including:
  • budgeting
  • student loans
  • retirement readiness
  • equity compensation
  • debt management
  • and more
• Advise on the organization’s methodology to help improve and respond to a changing financial environment
• Participate in monthly team meetings to apply subject matter expertise and improve the digital experience
• Become an expert on client benefit plans and act as an extension of the team during open enrollment

Requirements

• CFP® designation required
• Passion for educating individuals to take control of their financial future and invest with confidence
• Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members
• Demonstrated ability to take initiative and execute
• Experience across multiple areas of personal finance, including (as applicable):
  • retirement
  • equity compensation
  • investments
  • budgeting
  • debt management
  • student loans
  • cash flow planning
  • digital currencies
  • estate planning
  • insurance
  • and more

Preferred Qualifications

• CPA, Enrolled Agent, or similar
• Certification in Credit Counseling
• Additional certifications
• Startup and/or fintech experience
• Bilingual (Spanish)
• Experience creating presentations and presenting to large audiences virtually or in-person
• Availability to work occasional evenings and Saturday
• Ability to occasionally travel to on-site events

Compensation & Benefits

Information not provided in the original posting.

Location

• 100% remote within the US