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

Morrow

United States

Remote

USD 64,000 - 73,000

Full time

Yesterday

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Job summary

Morrow, a financial platform, seeks a bilingual (Spanish) financial planner for its remote Financial Coach team. The role involves delivering personalized financial plans and contributing to educational resources for members, requiring travel for client visits. Candidates must possess a CFP designation and demonstrate a passion for helping others achieve their financial goals.

Benefits

Equity (stock options) may be available based on experience

Competitive benefits package

Qualifications

Must have CFP designation or requirements completed.
Experience in client-facing roles within the financial sector.
Excellent organizational skills and attention to detail.

Responsibilities

Deliver high quality 1:1 financial planning services to Morrow members.
Educate members on money questions specific to their situation.
Develop educational content and materials.

Skills

Bilingual proficiency

Communication of financial concepts

Organizational skills

Education

Bachelor’s degree or higher

CFP designation or education requirements completed

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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.

Please note

This role requires travel for on-site customer visits, up to 7 days per quarter.

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:

Equity (stock options) may be available as part of the total compensation, depending on experience and role.
Competitive benefits package

Interested candidates should send a resume as well as a link to a 2-3 minute video to sean@usemorrow.com. 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.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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