Certified Financial Planner

Emploi pas sur LinkedIn

🕒 il y a 6 jours

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Recevoir des emails pour des emplois à distance

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Weekday (YC W21)

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2021

☁️ SaaS

🎯 Recrutement

Human Resources • SaaS • Recruitment

Weekday est une plateforme de recrutement moderne qui combine des technologies d'IA avec une vaste base de données de candidats potentiels, visant à simplifier le processus d'embauche pour les entreprises en Inde. Ils proposent divers services, y compris une approche proactive qui aide les employeurs à se connecter avec les meilleurs talents et offrent des outils pour faciliter la candidature des candidats à des postes. L'accent mis par Weekday sur l'engagement des candidats à travers plusieurs canaux, y compris les emails, WhatsApp et les appels téléphoniques, les distingue dans le paysage concurrentiel des agences de recrutement.

Description

• 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.

🎯 Exigences

• 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).