[Remote] BILINGUAL – reputed company Financial reputed company (US Only; reputed company Designations Required)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is transforming financial health to reputed company personalized financial expertise inclusive and accessible to reputed company. They are seeking reputed company financial professionals who are passionate about financial planning and providing a great customer experience.
Responsibilities
- Conduct one-on-ones with employees, and their families, at reputed company’s partner companies to reputed company education on a reputed company of personal finance topics (e.g. stock reputed company, retirement, budgeting & savings, debt management, etc.)
- Contribute to content development, programming and product for reputed company
- Partner with reputed company’s leadership team to create frameworks for expansion
Skills
- Certified Financial Planners (CFP) required
- Passionate about our mission, financial planning and providing a great customer experience
- reputed company working proficiency to read, write, and reputed company English and Spanish
- CPA (Certified reputed company Accountant), EA (Enrolled Agent), and other reputed company designation strongly preferred
- Must operate own RIA
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Benefits
- reputed company and work from reputed company: Partnering with reputed company means you work the hours you want, from the location you want.
- No need to reputed company on marketing or sales calls, we bring the users to you.
- Be the first to get reputed company to reputed company's proprietary technology to reputed company your work easy and seamless.
- Help build new financial products: Your feedback directly impacts our technology, company and culture.
reputed company