Uprise - Embedded Financial Advisory · 6 hours ago
Financial Planning Consultant (contract, up to 20 hrs/week)
United States
Contract
Remote
Entry Level
Maximize your interview chancesFinancial ServicesPersonal Finance
Insider Connection @Uprise - Embedded Financial Advisory
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Responsibilities
Conduct video calls with prospective clients with the goal of understanding their needs and goals, explaining how financial planning could benefit them, and what working with Uprise looks like.
Communicate client needs as they transition to the Planning team.
Articulate prospective client needs, trends observed across client calls, and ideas for process or product improvements.
Qualification
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Required
You’re a CFP® Professional.
You have sales experience, preferably with prospective financial planning clients.
You are knowledge about the needs of small business owners and how financial planning can benefit them.
You’re deeply passionate about personal finance.
You care about bringing fairness to a $400B+ industry.
You love getting to know people's stories and helping improve their lives.
You can form and articulate opinions about software or user experience.
Company
Uprise - Embedded Financial Advisory
Uprise’s mission is to give everyone in the world the ability to optimize their finances.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$4.7MKey Investors
Blank Ventures
2024-10-21Seed· $3.3M
2022-07-11Pre Seed· $1.4M
Leadership Team
Jessica Chen Riolfi
Co-Founder & CEO
Chris Goodmacher
Co-Founder
Company data provided by crunchbase
