Experienced Financial Professional [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Experienced Financial Professional based in the United States.

This role is part of a modern financial wellness network focused on making high-quality financial guidance more accessible to employees across leading organizations. You will work directly with individuals to provide personalized, practical financial advice across a wide range of topics including budgeting, retirement planning, debt management, and equity compensation. The role is client-facing and highly impact-driven, offering the opportunity to support people in making more informed and confident financial decisions. You will also contribute to the development of educational content and financial programming that scales your expertise to broader audiences. Working in a flexible, remote-first environment, you will collaborate with internal leadership to refine tools, frameworks, and client experiences. This is an opportunity to combine technical financial expertise with meaningful human impact in a fast-evolving fintech-driven environment.

Accountabilities:

• Conduct one-on-one financial guidance sessions with employees from partner organizations, covering topics such as retirement planning, stock options, budgeting, savings, and debt management.
• Deliver clear, personalized financial education tailored to individual client needs and varying levels of financial literacy.
• Contribute to the development of financial content, tools, and educational programming to enhance user engagement and impact.
• Collaborate with internal teams to help design scalable frameworks for delivering financial wellness services across organizations.
• Provide insights and feedback to improve product offerings, client experience, and overall financial education delivery.
• Maintain a high standard of client experience focused on trust, clarity, and practical financial outcomes.

Requirements:

• CFP (Certified Financial Planner) designation required.
• CPA, EA (Enrolled Agent), or other relevant financial professional certifications strongly preferred.
• Minimum of 4 years of experience in financial planning, investment advisory, or managed accounts within a Registered Investment Advisor (RIA) or similar environment.
• Strong expertise in core financial planning topics including retirement, taxation, investments, debt management, and employee equity compensation.
• Excellent communication skills with the ability to simplify complex financial concepts for diverse audiences.
• Strong client-facing experience with a focus on relationship building and trust.
• Self-directed and comfortable working independently in a remote, flexible engagement model.

Benefits:

• Fully remote and flexible work arrangement with control over your schedule
• Opportunity to focus exclusively on financial planning without sales or marketing responsibilities
• Access to advanced financial technology tools designed to streamline client interactions
• Meaningful impact by helping individuals improve financial literacy and well-being
• Opportunity to contribute to the development of innovative financial wellness products
• Ability to work alongside other professional commitments or independent practice
• Exposure to a fast-growing fintech environment backed by leading industry investors

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.