Certified Financial Planner (CFP)

Job Summary

To support a mission-driven financial wellness initiative, experienced Certified Financial Planners (CFP) will conduct one-on-one educational sessions with employees at partner companies, contribute to content development, and collaborate with leadership to create frameworks for expansion in a remote contract role.

Key responsibilities

• Conduct one-on-one sessions with employees on personal finance topics such as stock options, retirement, and budgeting
• Contribute to the development of educational content and programming for the company
• Collaborate with leadership to establish frameworks for business expansion

Required qualifications

• CFP certification required
• CPA, EA, or other professional designations strongly preferred
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor