Fruitful · 3 hours ago
Certified Financial Planner
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Work directly with members 1:1 to guide them through financial planning topics, give clear, actionable takeaways in each discussion, and help ensure they make progress towards financial confidence and wellness
Common topics include but are not limited to: money management, savings, debt paydown, student loans, retirement planning, investing, buying a house, self employment, combining finances, starting a family, equity compensation, saving for college (the list goes on!)
Help members put advice into action and make the most of their Fruitful membership.
Engage effectively with members, respond to questions, gain an understanding of their unique circumstances, build relationships, provide tailored guidance, and lead them toward positive financial outcomes and increased financial understanding
Share insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and features.
Qualification
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Required
2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clients.
Certified Financial Planner designation required.
Experience guiding people through real, sustainable financial changes.
In-depth understanding of all aspects of personal finance.
Purpose-driven with a genuine desire to help others improve their financial lives.
Able to handle sensitive, emotionally charged conversations with care and without judgment.
Excellent verbal and written communication skills.
Independent thinker who actively identifies areas for improvement and comes with solutions.
Eagerness to join a fast-paced, mission-driven company.
Highly organized and capable of managing tasks and independently.
Preferred
EA designation is a bonus but not required.
Benefits
Competitive compensation package including salary and equity
Self-directed flexible time-off
Ability to work from where best for you (remote or in our offices in NYC or DC)
Work-from-home setup stipend
401(k) program with company match
Comprehensive health benefits package with a substantial employer subsidy
Company
Fruitful
Fruitful is a financial wellness platform that helps people take more control over their money.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$37MKey Investors
8VC
2022-06-08Series A· $25M
2022-06-08Seed· $8M
2022-06-08Convertible Note· $4M
Company data provided by crunchbase
