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Certified Financial Planner

B

Branch

Accounting & Finance
United States · Remote
Posted on Saturday, May 6, 2023

About Fruitful

Fruitful is fixing personal finance. We’re starting with a product that gives members a path to financial confidence via 1-on-1 guidance from Certified Financial Planners, access to an industry-leading 5% high yield savings account, along with a tailored investment management platform. This is the first step towards a larger vision to be a paradigm-shifting leader in the personal finance ecosystem.

Fruitful has the opportunity to be more affordable, accessible, and comprehensive than anyone in the industry, and it starts with a world-class product… Ready to help us build it?

Financial Guidance @ Fruitful

We are looking for a dynamic Certified Financial Planner that wants to join an early-stage, mission-driven company to drive direct positive impact for our members. You will:

  • Work directly with members 1:1 to guide them through financial planning topics, give clear, actionable takeaways in each discussion, and help ensure they make progress towards financial confidence and wellness
  • Common topics include but are not limited to: money management, savings, debt paydown, student loans, retirement planning, investing, buying a house, self employment, combining finances, starting a family, equity compensation, saving for college (the list goes on!)
  • Leverage your experience, knowledge, and service orientation to engage effectively with members, responding to questions, gaining an understanding of their unique circumstances, building relationships, providing tailored guidance, and leading them toward positive financial outcomes and increased financial understanding
  • Interface directly with Product, Operations, Strategy, and Banking team leads, lending your expertise and collaboratively working to create a best-in-class member experience framework
  • Assist in crafting helpful member-facing content
  • What you won’t have to worry about: being your own compliance officer, hunting down new clients, managing investment portfolios, misaligned incentives (like commissions), selling any products, or managing a tech stack on your own. Just show up and do what you do best - help people with their money!

Your Background & Values

  • 3+ years in a customer-focused financial advisory role with demonstrated ability to make measurable positive impact on customers
  • Certified Financial Planner designation or equivalent certification
  • Detailed understanding of all elements of personal finance including cash flow management, investment and retirement planning, tax advisory, insurance strategy, estate planning, and debt management.
  • A strong purpose-driven service orientation and a desire to help others
  • Empathy and an ability to navigate potentially emotionally fraught conversations in a constructive, non-judgmental way
  • Very strong verbal and written communication abilities
  • Independent problem solver that actively identifies areas of opportunity and/or need
  • Desire to join a fast-moving, early-stage, mission-driven company

Your Background & Values

  • 3+ years in a customer-focused financial advisory role with demonstrated ability to make measurable positive impact on customers
  • Certified Financial Planner designation
  • Not required, but an EA is a plus!
  • Detailed understanding of all elements of personal finance
  • A strong purpose-driven service orientation and a desire to help others
  • Empathy and an ability to navigate potentially emotionally fraught conversations in a constructive, non-judgmental way
  • Strong verbal and written communication abilities
  • Independent problem solver that actively identifies areas of opportunity and/or need
  • Desire to join a fast-moving, early-stage, mission-driven company
  • Strong ability to proactively manage your tasks and duties and work independently

Fruitful’s Compensation and Benefits

  • Competitive compensation package including salary and equity
  • Self-directed flexible time-off
  • Ability to work from where best for you (remote or in our offices in NYC or DC)
  • Work-from-home setup stipend
  • 401(k) program with company match
  • Comprehensive health benefits package with a substantial employer subsidy

Fruitful is building a team that seeks to represent the diversity of our customer base. We are an equal opportunity employer and strongly encourage applicants from every background and life experience without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status