Bilingual CFP Financial Planner (Spanish) — Remote

CFP Board of Standards Inc.; Morrow (GA); Remote; USD 65,000 - 80,000; Full time

Benefits offered by this job

Equity options

Benefits package

Job summary

Morrow seeks a bilingual (Spanish/English) financial planner to join our remote Financial Coach team. You’ll engage employees of Morrow’s customers and help create and follow personalized financial plans while contributing to Morrow’s library of educational tools and resources.

Morrow’s Financial Coaches do not provide tax or investment management services. Travel for on-site visits is required as needed.

Qualifications

• Bilingual fluency in Spanish and English.
• CFP designation or completion of CFP education and exam.
• Bachelor’s degree or higher.
• Experience in client-facing roles within the financial sector.
• Ability to clearly communicate financial planning concepts.
• Excellent organizational skills and attention to detail.

Responsibilities

• Deliver high quality 1:1 financial planning services to members, upholding fiduciary standards.
• Educate members on money topics or planning topics specific to their situation.
• Develop content and materials for financial planning tools, education, and resources.
• Collect customer feedback to support product/service improvements.
• Maintain ongoing engagement and communication with members beyond meetings.
• Drive new user engagement through outreach and educational content.
• Attend in-person customer events as needed.

Skills

Bilingual Spanish & English

Client-facing experience

Clear communication

Organizational skills

Education

CFP designation or CFP education & exam

Bachelor’s degree or higher

Job description

Morrow seeks a bilingual (Spanish/English) financial planner to join our remote Financial Coach team. You’ll engage employees of Morrow’s customers and help create and follow personalized financial plans while contributing to Morrow’s library of educational tools and resources.

Morrow’s Financial Coaches do not provide tax or investment management services. Travel for on-site visits is required as needed.