Certified Financial Planner

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Weekday (YC W21)

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2021

☁️ SaaS

🎯 Recrutamento

Human Resources • SaaS • Recruitment

A Weekday é uma plataforma moderna de recrutamento que combina tecnologias de IA com um vasto banco de dados de potenciais candidatos, com o objetivo de agilizar e simplificar o processo de contratação para empresas na Índia. A empresa oferece diversos serviços, incluindo uma abordagem proativa de outreach que ajuda empregadores a se conectarem com talentos de ponta, além de ferramentas para que candidatos se candidatem facilmente a vagas. O foco da Weekday em engajamento de candidatos por múltiplos canais — incluindo e-mail, WhatsApp e ligações telefônicas — a diferencia no competitivo mercado de agências de recrutamento.

Descrição

• Analyze realistic financial planning scenarios that mirror typical client discussions, including budgets, emergency funds, debt repayment, retirement planning, and more. • Assess AI-generated recommendations for their appropriateness, clarity, and practical application for mainstream and mass-affluent households. • Explain how you would lead advisory conversations—covering question frameworks, setting goal priorities, and discussing trade-offs (e.g., mortgage payments versus 401(k) matching, debt repayment versus investing). • Communicate actionable decision-making guidelines and common rules of thumb used with real clients (such as cash reserve goals or savings rate targets). • Provide written feedback aimed at improving AI-generated explanations, suggested next steps, and trade-off presentations—emphasizing clear and empathetic language for non-expert audiences. • Identify compliance and risk factors, advising when to remain within scope or refer clients to specialists such as CPAs, attorneys, or insurance professionals.

🎯 Requisitos

• Several years of direct client experience as a Financial Planner/Advisor, Personal Financial Consultant, or in a similar role serving mainstream households (with typical W-2 income, employer-sponsored retirement plans, common debts, and insurance needs). • Proven expertise in budgeting, cash flow management, debt reduction, retirement planning, education savings, and risk management for everyday clients. • CFP® certification is highly preferred (or passed CFP exam with relevant experience); however, ChFC or other credentials may be considered if accompanied by substantial practical experience. • Outstanding written and verbal communication abilities, capable of explaining trade-offs in straightforward and reassuring terms. • Strong professional ethics, a solid compliance mindset, and dedication to fiduciary and client-first principles. • Practical experience with standardized planning processes and a proactive approach to solving financial challenges. • Experience integrating holistic planning with financial coaching, particularly in mass-market or workplace advisor settings (preferred). • Experience mentoring junior advisors or developing planning process materials such as checklists, playbooks, and workflows (preferred).