Branch is hiring a
Certified Financial Planner

Summary

The job is for a Certified Financial Planner at Fruitful, an early-stage mission-driven company offering personal finance solutions. The role involves guiding members on various financial topics, collaborating with internal teams, and crafting helpful member-facing content. No compliance, client acquisition, investment management, or tech stack responsibilities are required.

Requirements

• 3+ years in a customer-focused financial advisory role with demonstrated ability to make measurable positive impact on customers
• Certified Financial Planner designation or equivalent certification
• Detailed understanding of all elements of personal finance including cash flow management, investment and retirement planning, tax advisory, insurance strategy, estate planning, and debt management

Responsibilities

• Work directly with members 1:1 to guide them through financial planning topics
• Leverage your experience, knowledge, and service orientation to engage effectively with members
• Interface directly with Product, Operations, Strategy, and Banking team leads
• Assist in crafting helpful member-facing content

Preferred Qualifications

• Empathy and an ability to navigate potentially emotionally fraught conversations in a constructive, non-judgmental way
• Off the charts verbal and written communication abilities
• Incredible organization skills
• Independent problem solver that actively identifies areas of opportunity and/or need

Benefits

• 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