Ellevest
We help women build and manage their wealth — learn more at ellevest.com.
Personal Finance • Investment Advice • Software • Portfolio Management
51 - 200
Financial Planner Consultant
March 15
🏡 Remote – Anywhere in California
Ellevest
We help women build and manage their wealth — learn more at ellevest.com.
Personal Finance • Investment Advice • Software • Portfolio Management
51 - 200
Description
• Provide financial education and guidance to clients • Conduct introductory calls with clients • Collaborate with Financial Planning team • Present educational workshops and webinars • Comply with Ellevest methods and guidelines • Promote professional and team development • Lead group sessions and workshops • Adapt to a fast-paced remote work environment • Passion for women-oriented mission
Requirements
• CERTIFIED FINANCIAL PLANNER™ (CFP®) certification • 5+ years of financial planning experience • Outstanding communication skills • Willingness to lead group sessions and webinars • Experience with new technology • Adaptability to fast-paced environment
Benefits
• Compensation framework based on data and research • Flexible working hours and time off • Remote work policies for transparency and collaboration • Ongoing team building and professional development opportunities
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