Bilingual Financial Assistant
June 18
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor
Description
• Build trusting relationships with clients • Provide financial education and support • Help clients develop financial strategies • Contribute to ongoing material/education development • Support Financial Assistants with complex client scenarios
Requirements
• Bilingual preferably in English/Spanish • Certified Financial Professional (CFP) designation • Ability to work remotely • Familiarity with Google/Chrome/Slack products • Financial industry background preferred
Benefits
• Meaningful work that makes a difference • Opportunity to see a growing start-up from the inside out • Work with a passionate team
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