Brightside is hiring a
Bilingual Financial Assistant, Remote - Worldwide

Summary

The job is for a Bilingual Certified Financial Planner at Brightside, a company that aims to improve the financial health of working families. The role involves building trusting relationships with clients, providing comprehensive financial services, and helping them develop strategies for managing their finances. The position is fully remote.

Requirements

• Bilingual preferably in English/Spanish
• Certified Financial Professional (CFP) designation is required for this role

Responsibilities

• Form relationships with our clients and truly help guide them by providing options for their financial well-being
• Provide financial education on relevant topics such as spending/saving/planning/credit score & debt pay down
• Understand client motivation to help them make changes in their financial behavior and remove barriers in the way of their success
• Deliver sound financial strategies to help clients meet their short-term and long-term goals
• Contribute and/or lead the ongoing development of material/education/trainings that increase the overall organization’s understanding of complex financial scenarios
• Use your CFP expertise to support our Financial Assistants with complex client scenarios
• Offer options and take action with negotiation strategies for clients on recurring bills
• Provide emotional support to clients as it relates to their financial situation
• Do the legwork on behalf of clients based on their unique situation, researching available options and solutions and teaching them skills for their own work in the future
• Engage (via chat/email/phone) with our clients to understand their motivation to help them make changes in their financial behavior and remove any barriers in the way of their success
• Evaluate the full financial picture and use critical thinking/problem-solving skills to provide financial education and options
• Dig into internal and external financial resources or solutions, on the behalf of your clients, and help them understand options for stronger budgeting, cash management and other financial goals
• Deliver personalized financial options/solutions to help clients work toward their immediate and future financial goals

Preferred Qualifications

Financial industry background in banking, financial planning, or credit counseling to be able to understand the different spectrums of financial health is preferred

Benefits

Competitive benefit plan including generous time off, medical, dental, vision, short/long term disability, life insurance, commuter options and a 401(k) plan