Fruitful
Certified Financial Planner
Remote, USA
Sponsorship not specifiedDetected 352 days ago
CommunicationProblem SolvingMentoringOrganizational Skills
About the role
- About Fruitful Fruitful is fixing personal finance.
- This is the first step towards a larger vision to be a paradigm-shifting leader in the personal finance ecosystem.
- Just show up and do what you do best - help people with their money!
Responsibilities
- 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.
- Fruitful has the opportunity to be more affordable, accessible, and comprehensive than anyone in the industry, and it starts with a world-class product… Ready to help us build it?
- 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.
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.
- Compensation and 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)
Compensation
- Competitive compensation package including salary and equity
- Ability to work from where best for you (remote or in our offices in NYC or DC)
- 401(k) program with company match
Benefits
- 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
- Share insights, test new features, and give feedback to our product and engineering teams as we introduce more benefits, tools, and features.
Company info
- We're looking for an incredible person to grow our Guidance team and help push Fruitful forward.
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This listing is sourced directly from Fruitful's careers page and normalized into a canonical job model.