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Uprise - Embedded Tax and Advisory · 1 month ago

Financial Planning Consultant (contract, up to 20 hrs/week)

United States

Contract

Remote

Mid Level

Uprise is on a mission to optimize personal finances for everyone by partnering with financial companies. They are seeking a contract CFP® to work with small business owners, focusing on conducting introductory calls and developing actionable financial plans.

Financial ServicesPersonal FinanceWealth Management

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

Work closely with clients, helping them optimize their finances and soliciting feedback on what we can do better. We primarily serve small business owners

Develop succinct and actionable financial plans, leveraging our proprietary software

Respond to clients’ messages and questions about their finances

Continue to build out Uprise’s expertise in specific personal finance topics and scenarios

Articulate prospective client needs, trends observed across client calls, and ideas for process or product improvements