Financial Planner (Part-Time) Jobs

About the role

We’re looking for a part-time financial planner to join our team, learn our ways of working, and start working with our customers!

This role is remote, but we’re looking for someone who has at least a few hours of overlap with PST.

Estimated time commitment: 5-10 hours per week to start, with space to ramp up.

What you'll do

• Work closely with the team to shape and influence our customer offering.
• Continue to build out Uprise’s expertise in personal finance topics and scenarios.
• Work closely with customers, helping them optimize their finances and soliciting feedback on what we can do better. These customers can range from recent graduates to high net worth individuals with multiple businesses.
• Respond to users’ messages and questions about their finances.
• Develop succinct and actionable financial plans using our proprietary software.

Who you are

• Nice to have but not required: Certified Financial Professional (CFP®) or other financial designation.
• You’re super knowledgeable about personal finance topics.
• You are passionate about getting to know people's stories and helping improve their lives and bringing fairness to a $400B+ industry.
• You’re the person that friends go to when they have a question about money.
• You're excited about an entrepreneurial environment full of challenging problems, where you'll learn by getting your hands dirty.
• Nice to have but not required: previous experience and expertise in financial planning, tax, SMB bookkeeping and/or insurance.