Position Type

Virtual part-time position with highly flexible hours.

Compensation

$15-22 per hour, based on experience and qualifications.

About the Company

Conscious Impact Financial Planning is a boutique RIA firm that is centrally focused on socially responsible investing. We believe that financial planning should be accessible to all individuals and have created distinct programs that serve clients in all seasons of their life.

Role and Responsibilities

• Facilitate initial meetings with potential clients and assess whether our services are a good fit for their needs. 
• Deliver financial counseling sessions with clients either one-on-one, as couples, or in small groups.
• Review clients’ current financial situations by competently reviewing and assessing their tax returns, credit reports, and other financial records.
• Understand how to determine clients’ income, assets, debt, and credit scores by reviewing their financial information.
• Demonstrated competency to calculate financial health ratios (debt-to-income, net worth, etc.).
• Document results in our firm software, conduct measures, and produce outcome reports.
• Possess the skill sets needed to exhibit empathy with clients’ situations, while also motivating and moving clients to take positive action.
• Possess the necessary content knowledge to provide clients with sound financial education.
• Be a highly-effective communicator – both verbally and non-verbally – and possess good writing skills.

Qualifications and Education Requirements

Candidate must hold and remain current in their Accredited Financial Counselor (AFC ®) designation

Preferred Skills

Familiarity with remote work and the following software:

• Microsoft Office Suite
• Calendly
• Wealthbox
• RightCapital
• Mailerlite
• Zoom

Additional notes

Conscious Impact Financial Planning is bound by the regulations of the Texas State Securities Board. As such, all candidates must pass a background check and comply with all monitoring and documentation requirements set forth in our compliance manual. 

Please send your resume and a short cover letter to careers@cifinancialplanning.com