Financial Success Coach
Financial Success Coach
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$ 75000 - 100000
1 Vacancy
Job Description
Want to help everyday Americans invest and build wealth Financial inequality is increasing and too many people are getting left behind. At Stash we are passionate about democratizing wealth creation through education advice and products that help customers achieve greater financial freedom.
We are seeking an experienced Certified Financial Planner (CFP) or similarly credentialed professional to serve as the founding advisor for this premium offering and help shape it from day one. This is a Full-time contractor role with competitive compensation where you will combine your expertise with Stashs innovative AI tools to deliver personalized 1-on-1 guidance that builds customer confidence.
This is your opportunity to expand Stashs mission by bringing human one-on-one financial advice to millions of everyday Americans and redefining how accessible professional guidance can be.
What You Will Do
- Conduct virtual sessions with Stash customers offering clear and actionable financial guidance tailored to their goals.
- Review customer profiles history and AI-driven Money Coach insights to personalize each conversation in real time.
- Leverage cutting-edge AI technology to enhance the quality of advice streamline preparation and make customer interactions more impactful.
- Provide education and recommendations without creating full financial plans or extensive follow-up work.
- Capture key session highlights using AI-powered transcription tools for future customer interactions.
- Maintain professionalism and ensure advice is consistent with Stashs educational philosophy and regulatory requirements.
- Engage with prospective customers from Stashs existing base of over 1 million helping them understand the value of personalized financial guidance and encouraging them to book sessions.
- Partner with Stashs internal team to provide feedback and help refine and scale this premium service.
What We Are Looking For
- Active CFP certification required (other relevant designations such as CPA ChFC AFC may be considered) Series 65 or Series 7/66 combination.
- Minimum of 3 years of direct client-facing advising experience.
- Exceptional communication and coaching skills with the ability to explain complex topics in plain English.
- Entrepreneurial mindset energized by being the first advisor in a new high-impact program.
- Comfortable using digital tools virtual platforms and AI-driven insights.
- Ability to thrive in a contract role managing your own schedule while meeting customer demand.
- Licensed and authorized to operate in all U.S. states.
- Must not be currently affiliated with another broker-dealer or RIA. This role requires sole advisory engagement with Stash during the contract period.
#LI-Remote
Our Commitment to Diversity Equity and Inclusion
We proudly celebrate the unique qualities that make you you 365 days a year and not just because its the right thing to do or good for business. We embed the principles and practices of diversity equity and inclusion (DEI) into all that we do to prioritize people a Stash core value and to ensure Stashers of all backgrounds and experiences can be their authentic selves.
We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity & Inclusion and as an Equal Opportunity Employer Stash is committed to building an inclusive environment for people of all backgrounds.
If you require any reasonable accommodations to make your application process more accessible please reach out to
Helping You Invest in Yourself
- Comprehensive total rewards package comprising compensation (salary and equity) and health care benefits
- Complimentary subscription to Stash account
- Flexible work policy We offer a flexible work environment that blends working from home with in-person collaboration at our NYC office to support productivity and team culture.
- Flexible PTO
- Annual learning and development reimbursement benefit
- Work-from-home equipment stipends; home internet subsidy
- Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary & Secondary
- Enhanced health and wellness benefits through One Medical Gympass and Maven Health
External Recognition for Stash
- Benzingas 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards
- Qorus-Accentures 2023 Banking Innovation Awards
- USA Today and Statistas 2023 Top 500 Best Financial Advisory Firms
- Comparablys Best Company Awards: Best Places to Work Best Company Outlook and Best Engineering Team for Diversity Women Culture and more! (2023)
- Fintech Breakthrough Award: Best Personal Finance App (2023)
- BuiltIns Best Places to Work ()
- Forbes Fintech 50 ()
- Best Digital Bank Finovate Awards (2020)
- Tearsheet Challenge Awards Best Banking Card Product - Stock-Back Card 2020
- LendIt Fintech Innovator of the Year ()
Salary Range: $75000-$100000
The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors such as the candidates qualifications skills experience and competencies as well as internal equity and alignment with market data for companies of our size and industry.
**No recruiters please**
Employment Type
Full Time
