Bilingual Certified Financial Planner

Job Summary

To support a growing network of financial professionals, the remote contract Bilingual Certified Financial Planner will conduct one-on-one financial education sessions with employees and their families, contribute to content development, and collaborate with leadership to create expansion frameworks.

Key responsibilities

• Conduct one-on-one sessions with employees and their families on various personal finance topics
• Contribute to the development of content, programming, and financial products
• Partner with leadership to establish frameworks for business expansion

Required qualifications

• Professional working proficiency in English and Spanish
• CFP certification is required
• CPA, EA, or other professional designations are strongly preferred
• Must operate their own Registered Investment Advisor (RIA)
• At least 4 years of experience in financial planning or investment advisory at a Registered Investment Advisor