Ellevest is hiring a
Financial Planner

Summary

The job is for a Financial Planner at Ellevest, a women-focused investing company. The role involves providing financial guidance to clients, conducting introductory calls, supporting prospective clients, collaborating with the team, presenting educational workshops, and complying with Ellevest's methods and guidelines.

Requirements

• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional certification that is current and active
• 5+ years of broad financial planning experience; high volume experience is preferred

Responsibilities

• Provide financial education and guidance to clients via 1:1 phone sessions and emails on topics including budgeting, debt repayment, emergency funding, retirement planning, buying a home, starting a family, starting a business, saving for other major goals, and in very limited amounts, insurance and estate planning
• 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
• 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 via webinar

Preferred Qualifications

• 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
• 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

Benefits

• The prospective pay rate for this consulting role is $70-85/hour. The actual offer will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team
• Ellevest offers flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development