Remote Financial Planner (CFP) — Personal Finance Guidance
Social Leverage LLC
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Social Leverage LLC is looking for a Financial Planner to provide tailored financial guidance to Northstar members via text-based chat and video calls. This remote position focuses on client-first financial planning and does not involve business development or investment trading.
The ideal candidate holds an active CFP certification, has expertise in financial planning topics, and possesses strong communication skills. Competitive salary of $100,000-$115,000 based on experience is offered for this role.
Join a mission-driven company committed to making financial planning accessible and personal for all employees.
Qualifications
- Active CFP certification required.
- Expertise in all major financial planning topics.
- Strong qualities of empathy and emotional intelligence.
- Experience using financial planning software.
Responsibilities
- Build customized financial plans for members.
- Provide education on maximizing employer benefits.
- Support members through text chat, phone, and video calls.
- Engage members during various life events.
Skills
Education
Tools
Job description
Social Leverage LLC is looking for a Financial Planner to provide tailored financial guidance to Northstar members via text-based chat and video calls. This remote position focuses on client-first financial planning and does not involve business development or investment trading.
The ideal candidate holds an active CFP certification, has expertise in financial planning topics, and possesses strong communication skills. Competitive salary of $100,000-$115,000 based on experience is offered for this role.
Join a mission-driven company committed to making financial planning accessible and personal for all employees.
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