[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.

Responsibilities

• Work 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 wellness
• Common 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 membership
• Engage 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 understanding
• Share insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and features

Skills

• 2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clients
• Certified Financial Planner designation required (EA designation is a bonus but not required)
• Experience guiding people through real, sustainable financial changes
• In-depth understanding of all aspects of personal finance
• Purpose-driven with a genuine desire to help others improve their financial lives
• Able to handle sensitive, emotionally charged conversations with care and without judgment
• Excellent verbal and written communication skills
• Independent thinker who actively identifies areas for improvement and comes with solutions
• Eagerness to join a fast-paced, mission-driven company
• Highly organized and capable of managing tasks and independently

Benefits

• Competitive compensation package including salary and equity
• Self-directed flexible time-off
• Ability to work from where best for you (remote or in our offices in NYC or DC)
• Work-from-home setup stipend
• 401(k) program with company match
• Comprehensive health benefits package with a substantial employer subsidy

Company Overview