Certified Financial Planner

We are looking for a dynamic Certified Financial Planner that wants to join an early-stage, mission-driven company to drive direct positive impact for our members. You will: 

• Work directly with members 1:1 to guide them through building their money system, 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.
• What you won’t have to worry about: being your own compliance officer, hunting down new clients, managing investment portfolios, misaligned incentives (like commissions), selling any products, or managing a tech stack on your own. Just show up and do what you do best - help people with their money! 

• Experience: 2+ years in a customer-focused financial advisory role with a proven track record of making a measurable, positive impact on clients.
• Credentials: Certified Financial Planner designation required (EA designation is a bonus but not required).
• Coaching Skills: Experience guiding people through real, sustainable financial changes.
• Knowledge: In-depth understanding of all aspects of personal finance.
• Service Orientation: Purpose-driven with a genuine desire to help others improve their financial lives.
• Empathy: Able to handle sensitive, emotionally charged conversations with care and without judgment.
• Communication: Excellent verbal and written communication skills.
• Problem-Solving: Independent thinker who actively identifies areas for improvement and comes with solutions.
• Drive: Eagerness to join a fast-paced, mission-driven company.
• Self-Management: Highly organized and capable of managing tasks and independently.