Remote Part-Time Financial Advisor

Part-Time (W-2) | Virtual/Remote Position | Apply by Emailing careers@smartpathfinancial.com

Job Summary

We believe that everyone deserves a simpler, lower-stress relationship with their money. Personal finance has been overrun by complexity, sales, and uncertainty. That’s why we’re working to make financial problem solving more personal and accessible for people like you, your friends, your coworkers, and your family.

As a Part-Time Remote Financial Advisor, you will conduct one-on-one phone-based sessions with clients and guide them through key financial decisions to help them prepare for retirement.

Our services are offered to employees or users of organizations as an organization-paid benefit, so you don’t have to worry about finding clients or selling products — just helping people with their money.

Responsibilities

• Provide clients with strategic advice and actionable plans for preparing for retirement
• Creating retirement projections using RightCapital and presenting the information using our customized Retirement Readiness report.
• Maintain updated knowledge of retirement-related personal finance rules, terms, and best practices
• Collaborate virtually with other advisors and team members to develop and improve our services, processes, and client experience

Job Skills and Qualifications

Required:

• Current active CERTIFIED FINANCIAL PLANNER™ (CFP®) in good standing
• No disclosures on IAPD
• 4 or more years of financial planning or advising experience in a professional capacity
• Bachelor’s degree
• Excellent organizational, written, and oral communication skills
• Comfortable and confident discussing a variety of personal finance topics with clients and inspiring them to take action
• The ability to do quick, back of-the-napkin math and a knack for problem solving
• Comfortable pivoting and evolving with a fast-paced business environment
• High Emotional Intelligence (EQ)
• A passion for helping families grow their financial courage and understanding of financial topics
• Ability to devote at least 15 hours per week (on average) to advising and at least 1 year to SmartPath advising (part-time work).
• Tech savvy - comfortable using Google Products (Calendar, Drive, Docs, Sheets, Slides, etc.) and familiar with or willing to learn Slack
• A reliable internet connection and a private quiet space for taking coaching calls

Preferred:

• Experience with RightCapital, Wealthbox, and Calendly

Compensation:

• $50 per hour; paid monthly
• 401(k) with a 4% match (100% immediately vested)