Financial Planning Associate - Remote, Bi-lingual (Spanish)

CFP; 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

About Morrow

Morrow is a financial platform built for the American worker. 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 and 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:

• Salary: $65,000 - $80,000
• Equity (stock options) available as part of the total compensation, depending on experience and role
• Competitive benefits package