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

Morrow; Ohio; Remote; USD 55,000 - 110,000; Full time

Benefits offered by this job

Equity (stock options)

Competitive benefits

Job summary

Morrow seeks a bilingual Spanish-speaking financial planner to join our remote Financial Coach team. You will deliver personalized 1:1 financial planning to Members, educate them on money topics, and help expand Morrow’s educational resources.

Travel for on-site visits is required to engage with client companies. Applicants must hold the CFP designation or complete CFP coursework, possess a bachelor’s degree, and have client-facing financial experience.

Qualifications

• CFP designation or CFP education requirements.
• Bachelor’s degree or higher in a related field.
• Experience in client‑facing roles within the financial sector.
• Ability to translate financial concepts into clear language.
• Fluency in English with Spanish proficiency required.

Responsibilities

• Deliver high quality 1:1 financial planning services to members while upholding fiduciary standards.
• Identify opportunities to add value and connect members to resources and partners.
• Educate members on money topics relevant to their situation.
• Develop content and materials for Morrow’s planning tools, education, and resources.
• Collect customer feedback to support product and service improvements.
• Maintain ongoing engagement with members beyond scheduled meetings.
• Drive new user engagement through outreach and educational content development.
• Attend in-person customer events as needed.

Skills

Bilingual Spanish/English

Education

CFP designation or CFP education requirements

Bachelor’s degree or higher

Job description

Morrow 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.

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 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
• Equity (stock options) available as part of the total compensation
• Competitive benefits package