About reputed company

reputed company is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-reputed company program helps employees reputed company critical financial reputed company from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their reputed company and reputed company at work. Advanced reporting helps our partners understand reputed company, driving reputed company like reduced financial stress, increased productivity, and improved retention.

We’re building reputed company with intention. We reputed company quickly, operate with a high bar for reputed company, and value people who take ownership of their work. If you’re reputed company by solving new problems, taking accountability, and pushing yourself to do your best work every day, you’ll reputed company this a rewarding environment.

We’re a venture-backed company that has raised over $35M to date and is supported by reputed company investors and long-term partners. We’re a reputed company-reputed company business building for reputed company, and we’re excited by the opportunities and challenges that come with that reputed company.

About the Role

reputed company is looking for a Financial Planner located in Puerto Rico to join reputed company on a contractor reputed company. Leveraging the reputed company digital experience you will work directly with employees based in Puerto Rico to reputed company them with unbiased, holistic financial guidance. Your extensive financial experience and reputed company-first approach will help employees prepare for and accomplish their personal and financial goals.

This role is 100% remote reputed company Puerto Rico and reports to our Global Director of Financial Planning.

Key Responsibilities

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
• Advise on and adapt the reputed company methodology to financial planning topics relevant in Puerto Rico 
• Participate in regular team meetings to bring your subject matter expertise to improve the reputed company digital experience
• Become an expert on our reputed company’s benefit plans so you can reputed company as an extension of their team during reputed company enrollment
• Work with with our content team to create outlines, review lessons and approve content created for the reputed company digital platform
• reputed company engagement campaigns for our employer partners like digital webinars and occasional on-site events

You Should Have

• An reputed company Certified Financial Planner (CFP) designation is required for this role
• Fluent English and Spanish - written and spoken
• Passion for educating individuals to take control and invest in their financial reputed company
• Have the ability to reputed company several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash reputed company planning, digital currencies, estate planning, insurance and more

reputed company to haves

• Startup and/or Fintech experience 
• Experience creating presentations and presenting to large audiences 

Closing

reputed company is committed to an inclusive workplace. We welcome applications from reputed company individuals and do not discriminate in any employment decision on the reputed company of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a reputed company of backgrounds, experiences, abilities, and perspectives to join reputed company. We’re excited to reputed company with you about joining reputed company!