Summer is hiring a
College Financial Planner in Worldwide

Summary

Summer is a Certified B Corp® that helps Americans plan for and minimize college costs. The company is looking for a consultant to design and run a consulting program for parents planning for college costs. Responsibilities include designing and running workshops, setting availability schedules, and consulting on product tools and marketing materials. The time commitment is expected to be 20 hours per month. Recommended experience includes 5+ years as an advisor for educational expenses, a Bachelor’s Degree, and Certified Financial Planner designation.

Requirements

• 5+ years’ proven experience as an advisor for educational expenses
• Bachelor’s Degree
• Certified Financial Planner designation

Responsibilities

• Design and run a consulting program for parents planning for college costs
• Design and run workshops and group sessions for college financial planning
• Set availability schedule for parents to schedule calls
• Consult on developing Summer’s product tools and marketing materials for college savings planning as needed

Benefits

Supports a hybrid, flexible work environment