Bilingual Certified Financial Planner, CFP

March 15

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We created Financial Care, a new category in employee benefits that improves the financial health of working families.

Financial Care

51 - 200

Description

• Full-time and fully remote Bilingual position working with working families • Serve clients with comprehensive concierge financial services • Provide financial education on relevant topics • Offer sound financial strategies to help clients meet their goals • Contribute to the development of material/education/trainings • Support Financial Assistants with complex client scenarios • Deliver personalized financial options/solutions for clients • Be a trusted accountability partner for clients

Requirements

• Bilingual preferably in English/Spanish • Certified Financial Professional (CFP) designation • Ability to work remotely effectively • Strong technology comfort with Google/Chrome/Slack-based products • Financial industry background in banking, financial planning, or credit counseling • Growth-oriented mindset and desire to work in a client-focused service atmosphere • Creative critical thinker with empathetic and caring qualities • Ability to support positive behavioral changes in clients • Ability to thrive in a changing and fast-paced environment

Benefits

• Remote work • Competitive benefit plan including medical, dental, vision, short/long term disability, life insurance, commuter options, and a 401(k) plan • Generous Time Off allotment including Paid Time Off, Wellness Days, Sick Time, Days of Service, and Company Holidays