Certified Financial Planner Practitioner

Title: Certified Financial Planner Practitioner
Location: 100% Remote
Status: Ongoing 1099 contractor if mutually agreed upon
Hourly Range: $50 - $70/hr, commensurate with experience
Hours per Week: ~ 10 to start, with potential to ramp as business grows
Ideal Candidate: Holds their CFP certification with over 5 yrs experience in planning, is passionate about helping women, accounting background is a plus


Hello!

I have just started a Comprehensive Financial Planning business for Women. I am looking for an experienced CFP who can help me put together detailed plans for my new clients. To start, I am hoping to hire a 1099 contractor until I grow big enough to hire W2 employees. My firm will focus on Women in transition, whether it be from Divorce, Widowed, career change, or becoming the primary breadwinner. We will be the General Manager for their Family. We will help develop traditional holistic Financial plans, as well as be a resource for everything from Estate and Tax planning, education planning and elder care.

Since this is a start up, the hours will be around 10 hours a week for now but could increase as we grow our client base. As such, we will wear many hats, and a candidate who is open to helping with administrative work is a plus.

Qualifications:

9+ years experience desired

Experience with EMoney

Experience with Advyzon a plus

Detailed Oriented

Strategic Thinker

Experience with Cash Flow Planning

Requirement: CFP Certification