Certified Financial Planner

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Fruitful

Site WebLinkedInTous les Emplois

11 - 50 employés

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Fruitful est un abonnement au bien-être financier qui offre des conseils financiers personnalisés et une automatisation pour la gestion de l’argent. Les membres travaillent individuellement avec des Guides Financiers dédiés qui aident à créer des systèmes financiers sur mesure adaptés aux objectifs individuels. La plateforme propose des fonctionnalités telles que des comptes de trésorerie à rendement élevé, une gestion experte des investissements, et un soutien continu conçu pour simplifier les finances, réduire le stress et aider les membres à atteindre leurs aspirations financières.

Description

• 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!

🎯 Exigences

• 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.

🏖️ Avantages

• 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