We created Financial Care, a new category in employee benefits that improves the financial health of working families.
Financial Care
51 - 200
March 15
We created Financial Care, a new category in employee benefits that improves the financial health of working families.
Financial Care
51 - 200
• Full-time and fully remote Bilingual position working with working families • Serve clients with comprehensive concierge financial services • Provide financial education on relevant topics • Offer sound financial strategies to help clients meet their goals • Contribute to the development of material/education/trainings • Support Financial Assistants with complex client scenarios • Deliver personalized financial options/solutions for clients • Be a trusted accountability partner for clients
• Bilingual preferably in English/Spanish • Certified Financial Professional (CFP) designation • Ability to work remotely effectively • Strong technology comfort with Google/Chrome/Slack-based products • Financial industry background in banking, financial planning, or credit counseling • Growth-oriented mindset and desire to work in a client-focused service atmosphere • Creative critical thinker with empathetic and caring qualities • Ability to support positive behavioral changes in clients • Ability to thrive in a changing and fast-paced environment
• Remote work • Competitive benefit plan including medical, dental, vision, short/long term disability, life insurance, commuter options, and a 401(k) plan • Generous Time Off allotment including Paid Time Off, Wellness Days, Sick Time, Days of Service, and Company Holidays
Apply NowMarch 15
11 - 50
🇺🇸 United States – Remote
💵 $90k - $120k / year
💰 $10M Series A on 2020-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
💲 Accounting, Payroll & Financial Planning
🗽 H1B Visa Sponsor
March 15
51 - 200
🇺🇸 United States – Remote
💰 Pre Seed Round on 2020-04
⏰ Full Time
🟢 Junior
🟡 Mid-level
💲 Accounting, Payroll & Financial Planning
March 15
11 - 50
🇺🇸 United States – Remote
💰 $20M Series B on 2020-10
⏰ Full Time
🟡 Mid-level
🟠 Senior
💲 Accounting, Payroll & Financial Planning