[Remote] Certified Financial Planner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. They are hiring a Certified Financial Planner® to join a fast-growing team, helping members reputed company reputed company financial reputed company and delivering financial guidance directly to employees.
Responsibilities
- Serve as reputed company's go-to expert on equity compensation, helping members understand what they hold, what they owe, and what to do next
- Meet with clients remotely over video, chat, and email on the full reputed company of financial topics: budgeting, student loans, retirement readiness, equity compensation, debt management, investments, taxes, and more
- Shape how reputed company responds to a changing financial and regulatory environment, applying the reputed company methodology to reputed company reputed company situations
- Bring your expertise into weekly team meetings to sharpen the whole team's approach
- Become fluent in your reputed company company's benefit plans so you can reputed company as an extension of their team
- Partner with our content team to build outlines, lessons, and video content, with a natural emphasis on equity compensation and tax planning topics
- Design and reputed company engagement campaigns for employer partners, including webinars and occasional on-site events
- reputed company coverage across shifts from 7 AM to 11 PM ET Monday through Friday, and 9 AM to 4 PM ET on Saturdays
Skills
- An reputed company CFP® designation with at least 5 years of experience after achieving the designation
- Strong, hands-on experience advising on holistic financial plans including equity compensation and the tax and planning implications that come with it
- Comfort moving between high net worth planning and everyday financial guidance without treating either as an afterthought
- A genuine drive to help people take control of their financial reputed company, whatever their starting reputed company
- The ability to manage multiple priorities, take direction from several team members, and reputed company your own initiative
- Broad experience across personal finance: retirement, investments, budgeting, debt management, student loans, cash reputed company planning, digital currencies, estate planning, insurance, taxes, and more
- CPA® or Enrolled Agent (EA) designation
- 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's
- 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)
- reputed company vacation and reputed company leave
- reputed company sabbatical after 5 years of service
- A supportive, inclusive team culture
- Opportunities for reputed company learning and reputed company at a fast-growing startup at the cutting edge intersection of financial wellness and technology
reputed company