Requirements
- An active Certified Financial Planner (CFP) designation is required for this role
- Passion for educating individuals to take control and invest in their financial future
- Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
- Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to Have
- Startup and/or Fintech experience
- Experience creating presentations and presenting to large audiences
Additional Information
- Contractor basis
- Fluent English and Spanish - written and spoken
