Experienced Financial Professional
Provides one-on-one personal finance education to employees, contributes to financial content and product development, and helps shape expansion frameworks. Requires CFP certification and at least four years of financial planning or investment advisory experience.
About the job
Responsibilities
- Conduct one-on-one sessions with employees at partner companies on personal finance topics, including stock options, retirement, budgeting and savings, and debt management.
- Contribute to content development, programming, and product initiatives.
- Partner with the leadership team to create expansion frameworks.
Requirements
- Certified Financial Planner (CFP) designation required.
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor.
Nice-to-haves
- Certified Public Accountant (CPA), Enrolled Agent (EA), or another professional designation.
Compensation and Benefits
- Flexible hours and the ability to work from anywhere.
- No dedicated number of hours required; the role can be performed alongside an existing business.
- Access to proprietary technology.
- Opportunity to influence new financial products and technology.
Skills
Financial Planning, Managed Accounts, Investment Advisory, Registered Investment Advisor, Stock Options, Retirement Planning, Budgeting, Debt Management, Content Development, Personal Finance
Similar jobs
Finance & Accounting jobs
Lovable
Boston, MAActs as the strategic finance partner to Marketing, owning budgets, channel-level CAC/LTV and payback models, experimentation, forecasting, and reporting. The role requires 4+ years supporting Marketing leadership, advanced Excel and data skills, and a bachelor's degree.
Origin
Bengaluru, India
Finance Manager will build and lead the finance function across three global entities, owning close, FP&A, treasury, cross-border transactions, compliance, payroll, reporting, and fundraising support. Requires CA/CPA-equivalent credentials, 3–8 years of experience, and hands-on international trade finance expertise.
Launchdarkly
India
Processes vendor invoices and employee expenses, ensuring accurate coding, approvals, reimbursements, reconciliations, and audit-ready records. Requires a bachelor’s degree preferred and 3+ years of accounts payable or related finance operations experience, with ERP and expense-management proficiency.
Immersive
Bristol, United Kingdom
The FP&A Analyst will guide financial performance through forecasting, budgeting, variance analysis, reporting, and stakeholder partnership. The role requires strong financial modeling and Excel skills, with SQL, modern data tools, and AI/LLM experience desirable.
Vercel
San Francisco, CA
The FP&A Manager will lead financial planning for Engineering, Product, and Design, overseeing OpEx, headcount, infrastructure economics, forecasting, and financial controls. The role requires advanced modeling skills and the ability to partner effectively with technical leaders.