Remote Bilingual Certified Financial Planner

Summary

Join Brightside as a Bilingual Certified Financial Planner to improve the financial health of working families. You will serve clients and provide comprehensive concierge financial services, helping them develop strategies for getting out of debt, managing cash flow, and improving behavior relative to their finances.

Requirements

• Bilingual preferably in English/Spanish
• A Certified Financial Professional (CFP) designation is required for this role
• Ability to work remotely and still be present and effective for your clients and colleagues
• A strong technology comfort with Google/Chrome/Slack based products and platforms
• Financial industry background in banking, financial planning, or credit counseling to be able to understand the different spectrums of financial health is preferred

Responsibilities

• Form relationships with our clients and truly help guide them by providing options for their financial well-being
• Provide financial education on relevant topics such as spending/saving/planning/credit score & debt pay down
• Understanding client motivation to help them make changes in their financial behavior and remove barriers in the way of their success
• Deliver sound financial strategies to help clients meet their short-term and long-term goals
• Contribute and/or lead the ongoing development of material/education/trainings that increase the overall organization’s understanding of complex financial scenarios
• Use your CFP expertise to support our Financial Assistants with complex client scenarios
• Offer options and take action with negotiation strategies for clients on recurring bills
• Provide emotional support to clients as it relates to their financial situation
• Do the legwork on behalf of clients based on their unique situation, researching available options and solutions and teaching them skills for their own work in the future
• Engage (via chat/email/phone) with our clients to understand their motivation to help them make changes in their financial behavior and remove any barriers in the way of their success
• Evaluate the full financial picture and use critical thinking/problem-solving skills to provide financial education and options
• Dig into internal and external financial resources or solutions, on the behalf of your clients, and help them understand options for stronger budgeting, cash management and other financial goals
• Deliver personalized financial options/solutions to help clients work toward their immediate and future financial goals
• Most importantly, you will be your client's trusted accountability partner throughout the entire relationship

Benefits

• At Brightside you'll find a remote, safe, fun & inclusive work environment
• We have a competitive benefit plan including generous time off, medical, dental, vision, short/long term disability, life insurance, commuter options and a 401(k) plan