Braintrust is hiring a
Financial Planner
Braintrust
๐ต ~$125k-$160k
๐Remote - United States
Please let Braintrust know you found this job on JobsCollider. Thanks! ๐
Summary
The job description is about a freelance Financial Planner role for a soon-to-launch portfolio company at PX Venture Studio. The role targets millennial audiences who are currently underserved by traditional financial institutions. The position is remote and the hourly range is between $100-$250.
Requirements
- Detailed understanding of all elements of personal finance
- Strong verbal and written communication abilities
Responsibilities
- Design financial plans with clients
- Get to know your clients' life priorities, context, and background
- Support your clients to identify and articulate their goals
- Help clients compile action plans with specific and discrete steps to make progress towards their goals
- Develop collaborative client relationships, establishing rapport during introductory videocall
- Flex to the client's preferred style(s) of support -- including celebrating their wins and helping them stay accountable
- Maintain two-way communication with clients through chat, email, phone, and text
Preferred Qualifications
- CFPยฎ designation or equivalent
- 2+ years of member facing financial planning experience
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Please let Braintrust know you found this job on JobsCollider. Thanks! ๐