Financial Planner Consultant
March 15
🇺🇸 United States – Remote
💵 $145.6k - $174k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor
Description
• Provide financial education and guidance to clients • Conduct introductory calls with clients • Collaborate with Financial Planning team • Present educational workshops and webinars • Comply with Ellevest methods and guidelines • Promote professional and team development • Lead group sessions and workshops • Adapt to a fast-paced remote work environment • Passion for women-oriented mission
Requirements
• CERTIFIED FINANCIAL PLANNER™ (CFP®) certification • 5+ years of financial planning experience • Outstanding communication skills • Willingness to lead group sessions and webinars • Experience with new technology • Adaptability to fast-paced environment
Benefits
• Compensation framework based on data and research • Flexible working hours and time off • Remote work policies for transparency and collaboration • Ongoing team building and professional development opportunities
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