💼 About This Role

You'll conduct one-on-one financial education sessions with employees at partner companies, covering topics like stock options, real estate, retirement, and budgeting. You'll also contribute to content development and program expansion while partnering with the leadership team. This role stands out for its focus on financial planning and client interaction without sales or marketing.

🎯 What You'll Do

• Conduct one-on-one financial education sessions with employees.
• Contribute to content development and programming.
• Partner with leadership to create expansion frameworks.
• Provide insights for technology and product improvement.

📋 Requirements

• Active professional designation such as CFP, CPA, or AMIB.
• 4+ years experience in financial planning or investment advisory.
• Spanish and English verbal and written communication skills.

✨ Nice to Have

• Experience with stock options or equity compensation.
• Background in financial wellness programs.

🎁 Benefits & Perks

• 📅 Flexible hours - work when you want.
• 🌍 Work from anywhere remote position.
• 🛠️ Best-in-class technology access.
• 📈 Impact product development directly.
• 🚫 No sales or marketing required.