ABOUT US:
Braintrust is a user-owned talent network that connects top-tier professionals with the world's leading enterprises. We prioritize transparency, eliminating middlemen and high markups, ensuring job-seekers are matched swiftly to innovative roles while clients benefit from unparalleled efficiency and quality.
ABOUT THE HIRING PROCESS:
The hiring process for this role involves completing your Braintrust profile, applying directly to the role on Braintrust, and undergoing a one-time screening to ensure you meet our vetted talent specifications. After this, the hiring team will contact you directly if they believe you are a suitable match.
Our process isn't for everyone, that's intentional. If you believe that you are a top candidate for this job, please join our network to give yourself the opportunity to work with top companies.
The Opportunity
Required Qualifications:
- Detailed understanding of all elements of personal finance
- Strong verbal and written communication abilities
- Excited by tech: Willing to help build and use new technology
Preferred Qualifications:
- CFP® designation or equivalent
- 2+ years of member facing financial planning experience
The ideal candidate has the following characteristics:
- Coach | enjoys helping people make progress towards their goals
- Problem solver | actively identifies areas of opportunity and/or need
- Relationship builder | establishes rapport quickly, recalls details about individuals
- Deeply empathetic, active listener | Willing to listen to and accept others' goals and life contexts nonjudgmentally
- Client-centered | Puts people at the center, not specific products or investments
- Purpose-driven | Interest in working with audiences typically underserved by financial advisors
What You'll Be Working On
Description
We are hiring a Financial Planner for one of our soon-to-launch portfolio companies at PX Venture Studio.
This venture targets primarily millennial audiences who are currently being underserved by traditional financial institutions. Our core customer is in their late 20's or early 30's and has been DIY-ing their finances but is facing more complexity in terms of life events and managing their money. They often have "non-traditional" aspirations around work/life flexibility (i.e. taking a sabbatical, generating passive income, retiring early).
We are building a new experience to help users transform their aspirations into concrete action steps through human & digital guidance. This approach emphasizes holistic & collaborative support as users navigate competing priorities, goals across time-horizons, and fluctuating circumstances.
This is a short-term contract role to begin, with the hope to hire in a longer term basis upon successful completion of the trial period. This will be an initial 4-week engagement to support a small cohort of pilot clients. After a few initial (paid) onboarding activities you will be interfacing directly with clients.
What You'll Do
Design financial plans with clients- Get to know your clients' life priorities, context, and background
- Support your clients to identify and articulate their goals
- Help clients compile action plans with specific and discrete steps to make progress towards their goals
Provide tailored guidance, support, and accountability
- Develop collaborative client relationships, establishing rapport during introductory videocall
- Flex to the client's preferred style(s) of support -- including celebrating their wins and helping them stay accountable
- Maintain two-way communication with clients through chat, email, phone, and text
What this role does not entail:
- Selling products
- Managing investments on the behalf of members
- Developing new business opportunities; finding clients
Apply Now!
Notes:
Our employers all have varying legal and geographic requirements for their roles, they trust Braintrust to find them the talent that meet their unique specifications. For that reason, this role is not available to C2C candidates working with an agency. If you are a professional contractor who has created an LLC/corp around their consulting practice, this is well aligned with Braintrust and we’d welcome your application.
Braintrust values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
