Remote CFP Financial Coach – Spanish Speaker

Morrow; Ohio; Remote; USD 55.000 - 110.000; Vollzeit

Benefits dieser Stelle

Equity (stock options)

Competitive benefits

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Bilingual Spanish/English

Ausbildung

CFP designation or CFP education requirements

Bachelor’s degree or higher

Jobbeschreibung

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.