Remote Financial Planner Consultant

Summary

Join Ellevest as a Financial Planner and deliver financial planning client experience by connecting with clients online and over the phone. You will spend time speaking with clients about their financial situation and goals, then recommending a financial planning service or resource from our offering that best meets their needs.

Requirements

• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional certification that is current and active
• 5+ years of broad financial planning experience; high volume experience is preferred
• Willingness to partner with the Ellevest brand and manage any potential conflicts with existing brands in order to best serve Ellevest clientele
• Outstanding oral and written communication skills, high emotional intelligence and the ability to translate complex financial topics to audiences with different levels of experience and knowledge
• Willingness to lead webinars and workshops with 20+ attendees
• Experience relying on and adapting to new technology, especially in a remote setting
• Adapt to a fast-paced and dynamic remote work environment. This includes working independently and on a team, as well as the ability and willingness to pivot when something is not working to try a new strategy
• Passion for our women-oriented mission

Responsibilities

• Conduct introductory calls with clients and prospects who are interested in exploring Ellevest’s financial planning services
• Support prospective financial planning clients by educating them on the services we offer and matching them with the right planning session or package that best meets their needs and will help them achieve their financial goals
• Provide financial education and guidance to clients via 1:1 sessions on topics including budgeting, debt repayment, emergency funding, retirement planning, buying a home, and other financial goals
• Collaborate with Financial Planning team members to maintain a client experience with a consistent methodology, philosophy, and process
• Present educational workshops and webinars to groups of 20+ people in a variety of settings (clients, prospects, non-profits, corporate employees, professional associations, etc.)
• Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
• Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services

Benefits

Prospective pay rate of $70-85/hour