Job Summary We believe that everyone deserves a simpler, lower-stress relationship with their money. Personal finance has been overrun by complexity, sales, and uncertainty. That’s why we’re working to make financial problem solving more personal and accessible.
As a Remote Part-Time Financial Advisor, you will conduct one-on-one phone-based sessions with clients and guide them through key financial decisions to help them prepare for retirement.
Our services are offered to employees or users of organizations as an organization-paid benefit, so you don’t have to worry about finding clients or selling products - just helping people with their money. You’ll set your own availability and fully manage your calendar; we schedule clients into the time blocks you open. This role is often a great fit for folks who are building their own financial planning practices.
Responsibilities
Provide clients with strategic advice and actionable plans for preparing for retirement
Create retirement projections using RightCapital and present the information using our customized Retirement Readiness report
Maintain updated knowledge of retirement-related personal finance rules, terms, and best practices
Collaborate virtually with other advisors and team members to develop and improve our services, processes, and client experience
Job Skills and Qualifications
Required:
Current active CERTIFIED FINANCIAL PLANNER™ (CFP®) in good standing
No disclosures on your profile on IAPD
Ability to register or dually-register with SmartPath Advisors, LLC (an SEC-registered investment adviser)
4 or more years of financial planning or advising experience in a professional capacity
Bachelor’s degree
Excellent organizational, written, and oral communication skills
Comfortable and confident discussing a variety of personal finance topics with clients
High Emotional Intelligence (EQ)
Tech savvy - comfortable using Google Workspace (Mail, Calendar, Drive, Docs, Sheets, Slides, etc.) and familiar with or willing to learn Slack
A reliable internet connection and a private quiet space for taking coaching calls
Preferred:
Experience with RightCapital, Wealthbox, and Calendly
