We help women build and manage their wealth — learn more at ellevest.com.
Personal Finance • Investment Advice • Software • Portfolio Management
51 - 200
March 15
🇺🇸 United States – Remote
💵 $145.6k - $174k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💲 Accounting, Payroll & Financial Planning
We help women build and manage their wealth — learn more at ellevest.com.
Personal Finance • Investment Advice • Software • Portfolio Management
51 - 200
• 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
• 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
• 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
Apply NowMarch 15
2 - 10
March 15
1001 - 5000
🇺🇸 United States – Remote
💵 $73k - $320k / year
💰 Debt Financing on 2018-10
⏰ Full Time
🟡 Mid-level
🟠 Senior
💲 Accounting, Payroll & Financial Planning
🗽 H1B Visa Sponsor