[Remote] Certified Financial Planner

Note: The job is a remote job and is open to candidates in USA. Fruitful is a company focused on transforming personal finance through innovative products and guidance. They are seeking a Certified Financial Planner to join their Guidance team, providing personalized financial advice and support to help members achieve financial confidence and wellness.ResponsibilitiesWork directly with members 1:1 to guide them through building their money system, give clear, actionable takeaways in each discussion, and help ensure they make progress towards financial confidence and wellnessCommon topics include but are not limited to: money management, savings, debt paydown, student loans, retirement planning, investing, buying a house, self employment, combining finances, starting a family, equity compensation, saving for college (the list goes on!)Help members put advice into action and make the most of their Fruitful membershipEngage effectively with members, respond to questions, gain an understanding of their unique circumstances, build relationships, provide tailored guidance, and lead them toward positive financial outcomes and increased financial understandingShare insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and featuresSkills2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clientsCertified Financial Planner designation required (EA designation is a bonus but not required)Experience guiding people through real, sustainable financial changesIn-depth understanding of all aspects of personal financePurpose-driven with a genuine desire to help others improve their financial livesAble to handle sensitive, emotionally charged conversations with care and without judgmentExcellent verbal and written communication skillsIndependent thinker who actively identifies areas for improvement and comes with solutionsEagerness to join a fast-paced, mission-driven companyHighly organized and capable of managing tasks and independentlyBenefitsCompetitive compensation package including salary and equitySelf-directed flexible time-offAbility to work from where best for you (remote or in our offices in NYC or DC)Work-from-home setup stipend401(k) program with company matchComprehensive health benefits package with a substantial employer subsidyCompany OverviewFruitful is the financial membership helping Americans understand, organize, and optimize their finances. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is https://www.fruitful.com.