Certified Financial Planner

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Fruitful

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11 - 50 Mitarbeiter

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Fruitful ist eine Mitgliedschaft für finanzielle Wellness, die personalisierte finanzielle Beratung und Automatisierung für das Geldmanagement bietet. Mitglieder arbeiten eins zu eins mit engagierten Finanzberatern zusammen, die dabei helfen, maßgeschneiderte Finanzsysteme zu erstellen, die auf individuelle Ziele abgestimmt sind. Die Plattform bietet Funktionen wie hochverzinsliche Geldkonten, professionelle Anlageverwaltung und kontinuierliche Unterstützung, die darauf ausgelegt sind, Finanzen zu vereinfachen, Stress zu reduzieren und Mitglieder dabei zu unterstützen, ihre finanziellen Ziele zu erreichen.

Beschreibung

• About Fruitful • Fruitful is fixing personal finance. We started with a product that gives members a path to financial confidence via 1-on-1 guidance from professionals, an industry changing money management product, along with a tailored investment management platform. This is the first step towards a larger vision to be a paradigm-shifting leader in the personal finance ecosystem. • We’re looking for an incredible person to grow our Guidance team and help push Fruitful forward. • Fruitful has the opportunity to be more affordable, accessible, and comprehensive than anyone in the industry, and it starts with a world-class product… Ready to help us build it? • Financial Guidance @ Fruitful • We are looking for a dynamic Certified Financial Planner that wants to join an early-stage, mission-driven company to drive direct positive impact for our members. You will: • Work directly with members 1:1 to guide them through building their money system, give clear, actionable takeaways in each discussion, and help ensure they make progress towards financial confidence and wellness • Common topics include but are not limited to: money management, savings, debt paydown, student loans, retirement planning, investing, buying a house, self employment, combining finances, starting a family, equity compensation, saving for college (the list goes on!) • Help members put advice into action and make the most of their Fruitful membership. • Engage effectively with members, respond to questions, gain an understanding of their unique circumstances, build relationships, provide tailored guidance, and lead them toward positive financial outcomes and increased financial understanding • Share insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and features. • What you won’t have to worry about: being your own compliance officer, hunting down new clients, managing investment portfolios, misaligned incentives (like commissions), selling any products, or managing a tech stack on your own. Just show up and do what you do best - help people with their money!

🎯 Anforderungen

• Experience: 2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clients. • Credentials: Certified Financial Planner designation required (EA designation is a bonus but not required). • Coaching Skills: Experience guiding people through real, sustainable financial changes. • Knowledge: In-depth understanding of all aspects of personal finance. • Service Orientation: Purpose-driven with a genuine desire to help others improve their financial lives. • Empathy: Able to handle sensitive, emotionally charged conversations with care and without judgment. • Communication: Excellent verbal and written communication skills. • Problem-Solving: Independent thinker who actively identifies areas for improvement and comes with solutions. • Drive: Eagerness to join a fast-paced, mission-driven company. • Self-Management: Highly organized and capable of managing tasks and independently.

🏖️ Vorteile

• Competitive compensation package including salary and equity • Self-directed flexible time-off • Ability to work from where best for you (remote or in our offices in NYC or DC) • Work-from-home setup stipend • 401(k) program with company match • Comprehensive health benefits package with a substantial employer subsidy