Certified Financial Planner
$80,000–$100,000 year
Remote · New York City, New York, United States or US
Job Summary
Fruitful is seeking a dynamic Certified Financial Planner to grow their Guidance team. The role involves working directly with members to guide them through building their financial systems, providing actionable takeaways, and ensuring progress towards financial wellness. Key responsibilities include engaging with members, tailoring guidance, and sharing insights with product teams. Candidates should possess 2+ years in financial advisory, a Certified Financial Planner designation, strong coaching skills, excellent communication abilities, and a service-oriented mindset.
Required Qualifications
- 2+ years in a customer-focused financial advisory role
- Certified Financial Planner designation
- In-depth understanding of all aspects of personal finance
- Excellent verbal and written communication skills
Desired Qualifications
- EA designation is a bonus
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