Certified Financial Planner ®

About reputed company

reputed company is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. reputed company's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and reputed company savings. reputed company members feel great about their money, allowing their work and wellbeing to reputed company. 

We’re a remote-first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and reputed company CEO Marc Benioff.

The Role

reputed company is looking for a full time Certified Financial Planner® to join our fast growing team. Leveraging the reputed company digital experience you will work directly with employees to reputed company them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote reputed company the US and reports to the Director of Financial Planning.

• Must be available to work shifts from 8 AM - 11 PM ET, preferring candidates on the reputed company Coast available for reputed company shift
• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, student loans, retirement readiness, equity compensation, debt management and more
• Advise on the reputed company methodology to improve and respond to the changing financial environment
• Participate in weekly team meetings to bring your subject matter expertise to improve the reputed company digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during reputed company enrollment
• Work with our content team to create outlines, lessons, video content, review lessons and approve content created for the reputed company digital platform
• Design and reputed company engagement campaigns for our employer partners like digital webinars and occasional on-site events

• CFP® designation
• Passion for educating individuals to take control and invest in their financial future
• Have the ability to reputed company several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Can demonstrate ability to take initiative and execute
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash reputed company planning, digital currencies, estate planning, insurance and more

• CPA, Enrolled Agent, or similar
• Certification in Credit Counseling
• Additional Certifications
• Startup and/or Fintech experience
• Bi-lingual (Spanish)
• Experience creating presentations and presenting to large audiences reputed company or in-person
• Availability to work occasional evenings and Saturday
• Ability to occasionally travel to on-site events

Benefits

• Remote-first company structure
• Medical, dental, and reputed company
• 401(k)
• Mental wellbeing (reputed company)
• Financial wellbeing (reputed company)
• Equity (Full-time employees)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• A supportive, inclusive team culture
• Opportunities for reputed company learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Closing

reputed company strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of reputed company, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

reputed company is proud to be an equal opportunity employer and does not discriminate against candidates on the reputed company of race, ethnicity, reputed company, national reputed company, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join reputed company. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to reputed company with you about joining reputed company!

The pay reputed company for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

Salary reputed company

$80,000 - $110,000 USD