Childfree Insights™ · 1 week ago
CFP Fellow
United States
Full-time
Remote
New Grad
$47K/yr - $50K/yrChildfree Insights™ is a pioneering organization focused on supporting the Childfree community through financial planning and resources. The CFP Fellow position is a two-year, hybrid apprenticeship that combines client-facing financial planning and executive assistance, providing hands-on experience in both areas while working closely with the Founder and CEO.
Professional ServicesFamily & CareFinanceAdviceChild CareFinancial ServicesWealth Management
No H1B
Responsibilities
Client Meetings: Review client meetings by Dr. Jay, observing client interactions, capturing the nuances of the client's life design, and tracking action items
Plan Development: Gather, organize, and enter client data into financial planning software to help draft comprehensive life and financial plans
Holistic Planning Support: Support the ongoing life and financial planning process, focusing on cash flow, tax planning, estate planning, and solo aging through a Childfree lens
Client Communication: Serve as a point of contact for clients, assisting with onboarding, document collection, and execution of their financial action items
Executive Support: Act as the right-hand to Dr. Jay Zigmont, managing his daily schedule, calendar appointments, and email inbox to maximize his time and impact
Firm Operations: Assist with the day-to-day administrative running of the company, ensuring workflows are efficient and tasks are accurately tracked in our CRM and other systems
Media & Brand Assistance: Help coordinate logistics for social media, podcast recordings, media appearances, conferences, and speaking engagements
Special Projects: Support cross-company projects involving Childfree Wealth®, Childfree Insights™, and Childfree Trust® as we continue to scale
Qualification
Required
CFP Education: You must be currently enrolled in a CFP Board-registered education program OR have already completed your CFP® coursework
Mission-Aligned: A genuine interest in personal finance and a strong alignment with our mission of serving the Childfree and Permanently Childless community. You understand why traditional financial advice doesn't work for everyone
Organization & Detail: Exceptional administrative and executive support skills. You thrive on keeping things organized, managing complex schedules, and catching small details in both financial plans and administrative tasks
Proactive Communicator: Excellent written and verbal communication skills. You are empathetic, professional, and comfortable interacting directly with clients and external partners
Tech-Savvy: Comfortable learning and navigating financial planning software, CRM tools, and virtual meeting platforms
Growth Mindset: You are eager to learn, welcome feedback, and are highly motivated to become a full-time financial planner
Benefits
401k
HRA
Remote position with limited travel
Company
Childfree Insights™
Childfree Insights is the central hub for the 25% of adults who are Childfree or Permanently Childless.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jay Zigmont, PhD, CFP®
Founder
Recent News
Morningstar.com
2026-04-30
Morningstar.com
2026-04-28
Company data provided by crunchbase