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Company Name:
Approximate Salary:
Not Specified
New York, New York
United States
Financial Counseling
Position type:
Full Time
Experience level:
2 - 5 years
Education level:
Bachelor's Degree

Financial Planner/Financial Coach

We are super excited that Brunch & Budget is in a place where we are ready to hire a full time Financial Planner/Financial Coach. Financial planning is a tough and sensitive business. Our clients count on us to be there for them as they’re going through some pretty big, and often emotional decisions while getting their financial lives in order. 

We need someone who’s game to shake up the financial services world with us. You are unafraid to think big and, at the same time willing to roll up your sleeves and do the hard work and in between stuff that it takes to help clients make real progress with their money. We have a diverse clientele, so you will learn how to understand and be sensitive to the unique financial planning needs of People of Color.

This role is inherently client facing and sales-oriented. You will be meeting with client-prospects for 1-1 Brunch & Budgets. The Brunch & Budgets consist of giving advice to clients on the spot and determining if they are a good fit for an ongoing relationship or periodic check ups. If the word sales scares you, don’t worry, it still scares me a little too :) If you believe in our mission, our values, and serving our clients, and are open to learning, we can train you on the rest.

We are a small company, so this will be an all-hands-on-deck role. As you know, there is a lot of behind the scenes work that makes for a successful financial planning relationship. We want you to be involved and invested in the operations and processes that we use to serve our clients and give them a truly magical experience.

Here’s what you’ll be doing:

  • Meeting with client-prospects for 1-1 Brunch & Budgets

  • Following up with Budge Coach prospects and scheduling bnb financial check ups via video calls

  • Managing the entire financial planning relationship of ongoing Budge Coach clients (up to 100 clients over the next 1-2 years), including:

    • Creating and delivering financial plans, including cash flow modeling, spending/savings recommendations, debt paydown, credit report analysis, what-if scenarios, insurance needs, investment recommendations, estate planning, etc.

    • Meeting with Budge Coach clients on a monthly or bi-monthly basis to help them implement their plans

    • Promptly answering all clients questions via email

    • Handling all financial advocate calls, which include calling student loan servicers, credit card companies, collections agencies, investment companies, accountants, estate attorneys, etc.

  • Helping create processes to streamline financial planning service model

  • Running one or more Dead Day Job Army cohorts

Required: CFP, or AFC interested in pursuing CFP (must obtain Series 65 within 90 days of hire), 1-2 years experience advising/coaching clients

Tech stack: eMoney, Redtail, PreciseFP, Dropbox, Google Drive, MeisterTask, MindMeister, ScheduleOnce, Zoom, Wordpress, Mailchimp

Location: based in New York City area to meet for Brunch & Budgets, all other work is virtual

Tax status: Employee/W2

Compensation: Base salary + quarterly bonuses based on individual and company performance

Start date: Jan or Feb 2018

Please submit: a cover letter or short video (!!!) + a link to your LinkedIn profile to pamATbrunchandbudgetDOTcom

PLEASE NOTE: your application will be immediately rejected if you do not meet required criteria or submit the items requested.

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