💼 About This Role

You'll conduct one-on-one financial education sessions for employees at partner companies, covering topics like stock options, retirement, and debt management. Your work will directly help transform financial wellness and make personalized insights accessible. Benefit from flexible hours and no marketing duties.

🎯 What You'll Do

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

📋 Requirements

• Professional working proficiency in English and Spanish
• CFP certification required
• At least 4 years of experience in financial planning or investment advisory at an RIA
• Must operate own RIA

✨ Nice to Have

• CPA, EA, or other professional designation strongly preferred

🎁 Benefits & Perks

• 🧠 Drive the industry forward by transforming an antiquated industry
• 🎯 Focus on what you do best – no marketing or sales calls
• 💻 Take advantage of best-in-class technology with proprietary tools
• 🏗️ Help build new financial products with direct impact
• 🕒 Flexible hours and work from anywhere