💼 About This Role

You'll provide personalized financial education to employees at partner companies through one-on-one sessions. You'll transform an antiquated industry by making financial insights accessible and inclusive. You'll enjoy flexible hours and remote work without needing to handle marketing or sales.

🎯 What You'll Do

• Conduct one-on-ones with employees on personal finance topics
• Contribute to content development, programming, and product
• Partner with leadership to create frameworks for expansion

📋 Requirements

• CFP required
• CPA, EA, or other professional designation strongly preferred
• At least 4 years of experience in financial planning or investment advisory

🎁 Benefits & Perks

• 🚀 Drive the industry forward
• 🎯 Focus on financial planning, not marketing
• 💻 Access to proprietary technology
• 🛠️ Help build new financial products
• ⏰ Flexible hours and work from anywhere