Note: The job is a remote job and is open to candidates in USA. Brightside is a company focused on improving the financial health of working families. The Certified Financial Planner will build trusting relationships with clients, providing comprehensive financial services and support to help them achieve their financial goals.
Responsibilities
- You’ll engage (via chat/email/phone) with our clients to understand their motivation to help them make changes in their financial behavior and remove any barriers in the way of their success
- You will evaluate the full financial picture and use critical thinking / problem solving skills to provide financial education and options
- You will dig into internal and external financial resources or solutions, on the behalf of your clients, and help them understand options for stronger budgeting, cash management and other financial goals
- You’ll deliver personalized financial options / solutions to help clients work toward their immediate and future financial goals
- Most importantly, you will be your client's trusted accountability partner throughout the entire relationship
Skills
- Empathetic critical thinkers who want to help lower financial stress and improve the financial health of working families
- Served in a customer focused role with demonstrated examples of how you improved the client situation
- Wired to serve others non-judgmentally
- Ability to work remotely and still be present and effective for your clients and colleagues
- Strong technology comfort with Google/Chrome/Slack based products and platforms
- Growth-oriented mindset and a strong desire to work in a client focused service atmosphere
- Ability to remotely build a trusting relationship (in a multitasking type of way) via phone/chat/email
- Empathetic and caring with a good sense of boundaries and professionalism
- Ability to collect, synthesize, interpret and evaluate data in service of planning and decision-making
- Thrive in a changing environment by seeking new information and rapidly apply across a complex set of expectations and skills
- Ability to connect the dots and hear the unspoken and make the complex simple
- Desire to support positive behavioral changes in a way that's a positive influence with your clients
- Love a fast-paced environment
- Financial industry background within banking, financial planning, or credit counseling to be able to understand the different spectrums of financial health
Benefits
- Medical, Dental & Vision
- Short & Long Term Disability
- Paid Time Off & Company Holidays
- 401(k)
- To be in an environment to learn and grow your own financial wellness
Company Overview