Financial Planner Consultant

March 15

Apply Now

Receive Emails with Similar Jobs

Ellevest

WebsiteLinkedInAll Job Openings

We help women build and manage their wealth — learn more at ellevest.com.

Personal Finance • Investment Advice • Software • Portfolio Management

51 - 200

Description

• Provide financial education and guidance to clients • Conduct introductory calls with clients • Collaborate with Financial Planning team • Present educational workshops and webinars • Comply with Ellevest methods and guidelines • Promote professional and team development • Lead group sessions and workshops • Adapt to a fast-paced remote work environment • Passion for women-oriented mission

Requirements

• CERTIFIED FINANCIAL PLANNER™ (CFP®) certification • 5+ years of financial planning experience • Outstanding communication skills • Willingness to lead group sessions and webinars • Experience with new technology • Adaptability to fast-paced environment

Benefits

• Compensation framework based on data and research • Flexible working hours and time off • Remote work policies for transparency and collaboration • Ongoing team building and professional development opportunities