Personal Finance Coach

Anywhere
Operations
Full-Time
We are hiring Personal Finance Coaches to help our users improve their financial lives. You'll systematically identify opportunities for users to make better financial decisions, from budgeting to financial literacy. You'll help to build out our internal processes to make financial planning easier and more intuitive for millions of users.

This is a remote, contractor position. We are looking for someone to start immediately.

Responsibilities

    • Respond to and resolve customer inquiries at scale.
    • Analyze and deliver feedback to the rest of the team.
    • Create and update financial success guides to standardize and optimize our process.

Qualifications

    • CERTIFIED FINANCIAL PLANNER™ (CFP®) or Accredited Financial Counselor®  (AFC®) designation is a plus.
    • Past experience at internet-enabled, direct-to-consumer companies.
    • Empathy for our users.
    • Knowledge of personal finance.
    • Prior work with Slack is helpful.
    • Strong work ethic and desire to get the job done.
We are committed to a workplace that reflects the users we serve. We especially encourage women, people of color, and others who are underrepresented in the tech industry to apply.