Financial Planner Associate - Remote, Bi-lingual (Spanish)
morrowMillbrae (CA)
$65,000 - $80,000
Apply (opens in a new tab)Financial Planner Associate - Remote, Bi-lingual (Spanish)
Posted today
morrowMillbrae (CA)
SENIORITY
Senior
SALARY
$65,000 - $80,000
About the role
Applicants must have the CFP® designation or have completed the education requirements for the CFP® exam. About MorrowMorrow is a financial platform built for the skilled labor workforce. We provide financial coaching services as an employee benefit. Our clients (Morrow Members) are the employees of companies in the construction, manufacturing, transportation, and healthcare sectors. We build personal relationships with our members while leveraging technology to improve the member experience. All towards our purpose - empower our members by giving them the knowledge, support, and tools to improve their financial stability and put money back in their pockets. Morrow philosophy to financial coaching revolves around: Trust - We put trust first in all our relationships. As such, we strictly adhere to the CFP® Board’s Fiduciary Standard. Morrow Coaches never receive commissions. Value - We are always looking to provide more value to our members. We build personal relationships with members while leveraging technology to improve their experience. Curiosity - We are curious before we are right. We ask questions and simplify complex financial concepts and tasks. Resiliency - We know that improving your financial situation does not follow a straight and narrow path, so we meet our members where they are and provide the support and accountability needed to help them reach their goals.
About the role:
We’re looking for a bilingual (Spanish) financial planner to join our remote Financial Coach team. In this role, you’ll help engage employees of Morrow’s customers and support them in creating and following personalized financial plans. You’ll also contribute to Morrow’s library of educational tools and resources, including both written and video content. Morrow’s Financial Coaches do not provide tax advice or investment management services.
Please note: This role requires travel for on-site customer visits
What you’ll do:
- Deliver high quality 1:1 financial planning services to Morrow members, always upholding fiduciary standards
- Identify opportunities to add value to Members and connect them to relevant resources and partners
- Educate members on money questions or topics specific to their situation
- Develop content and materials related to Morrow’s financial planning tools, education, and resources
Actively collect customer feedback to support the identification of product/service improvements.
Maintain ongoing engagement and communication with Members beyond scheduled meetings
Drive new user engagement through direct outreach and the development of educational content
Attend in-person Morrow customer events as-necessary Who you are:
A passion for working with people and helping them achieve their financial goals
Bilingual proficiency in Spanish and English
Must have the CFP® designation or have completed the education requirements for the CFP® exam
Bachelor’s degree or higher
Experience in client-facing roles within the financial sector
Ability to simply communicate financial planning concepts and terminology
Excellent organizational skills and attention to detail
Compensation:
This role is a part-time to full-time position. 20 hour per week for the first 60-90 days, with the option to expand to a full-time position beyond that date if agreed upon by both parties
Salary:
$65,000 - $80,000 Equity (stock options) available as part of the total compensation Competitive benefits package Interested candidates should send a resume as well as a link to a 2-3 minute video to. In the video (hint: YouTube, Zoom, and Loom are great options) please introduce yourself and share why you love helping people with their finances. As successful candidates must be able to communicate fluently in both English and Spanish, please record a portion of your video in English & Spanish.
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