- Summer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Financial Planner
1 week ago
Heydorn Stone Capital Management Larchmont, United StatesFinancial Planner · Heydorn|Stone is searching for an exceptional person to join our team as a Financial Planner. The person filling this role will work closely with the Managing Partner and Client Services Director to empower our clients to live fully by helping them with all as ...
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Financial Planner
1 week ago
Prudential Advisors Basking Ridge, United States**Explore a career as a FINANCIAL PLANNER** · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join us in our Basking Ridge Firm. In general, t ...
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Financial Planner
1 day ago
Right Executive Search, LLC New York, United StatesJob Description · Job DescriptionCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an exp ...
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Financial Planner
3 weeks ago
Sentinel Benefits & Financial New York, United StatesLocation Note: This a remote role for candidates based in New York or New Jersey. · The Purpose of Your Role: · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning te ...
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Financial Planner
1 week ago
Adecco New York, United StatesAdecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...
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Financial Planner
4 days ago
Betterment New York, United StatesAbout Betterment · Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. ...
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Financial Planner
1 week ago
Adecco New York, United StatesAdecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...
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Financial Planner
1 week ago
Adecco USA New York, United StatesAdecco Creative and Marketing has partnered with women's fashion house to hire a Senior Manager Company Planner. · If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. · This is a 6 month, hybrid, 4 ...
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Financial Planner
3 weeks ago
Sentinel Group New York, United States Full timeLocation Note: This a remote role for candidates based in New York or New Jersey. · The Purpose of Your Role: · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team ...
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Financial Planner
1 week ago
Prudential Financial New Jersey, United StatesAs a Financial professional you will help educate others to make better financial decisions. Whether you're a new professional or have been in the workforce for several years, this is an opportunity to utilize your entrepreneurial spirit and passion for helping others. · Developi ...
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Financial Planner
3 weeks ago
Green Key Resources New York, United StatesResponsibilities: Ongoing support of senior management with a focus on project detail related to, but not limited to, capital allocation, industry research, benchmarking, corporate structure Performance of frequent and complex ad hoc analytical assignments Ongoing assessment, tra ...
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Financial Planner
4 weeks ago
Entech Network Solutions New York, United StatesGet ready to be part of something groundbreaking We're seeking top-tier RIA's with a minimum of $25M in transferable AUM to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management i ...
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Financial Planner
3 weeks ago
Green Key Resources New York, NY, United StatesResponsibilities: Ongoing support of senior management with a focus on project detail related to, but not limited to, capital allocation, industry research, benchmarking, corporate structure Performance of frequent and complex ad hoc analytical assignments Ongoing assessment, tra ...
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Financial Advisor/Financial Planner
2 weeks ago
John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC New York, United StatesThe ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence. · Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboratio ...
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College Financial Planner
1 week ago
Summer New York, United StatesJob Description · Job DescriptionWho We Are · Summer is a Certified B Corp with a mission to maximize savings for the 46 million Americans burdened by student debt. Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student ...
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Junior Financial Planner
1 week ago
Prudential Advisors - NYC/NJ New York, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial ...
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Junior Financial Planner
1 week ago
Prudential Advisors - NYC/NJ New York, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial ...
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Junior Financial Planner
1 week ago
Prudential Advisors - NYC/NJ New York, United StatesJob Description · Job DescriptionExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm ...
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Business Financial Planner
2 weeks ago
PIRELLI TIRES New York, United StatesJob Description · Job DescriptionJOB TITLE: Business FP&A REPORTS TO: Controlling Manager, North America · JOB PURPOSE: Plan, direct, and coordinate the activities related to the management of the financial performance of the business of an organization under the direction of t ...
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Certified Financial Planner CFP
3 weeks ago
Right Executive Search, LLC New York, United StatesCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certi ...
College Financial Planner - New York, United States - Summer
Description
Summer
is a Certified B Corp with a mission to maximize savings for the 46 million Americans burdened by student debt.
Summer combines policy expertise with innovative tech to help borrowers simplify college cost planning and student loan repayment, ultimately minimizing debt and generating $278/month in savings per person.
Watch our product demoand hear from borrowers
on how Summer has put them on the path to becoming debt free.
Summer has raised $24 million to date from world-class investors, including QED Investors, General Catalyst, Greycroft, Foundation Capital, Story Ventures, NextView, Flourish Ventures, SemperVirens, Rebalance Capital and the Financial Health Network.
We've partnered with dozens of clients who pay for Summer to assist their employees and customers, including the city government of Alexandria, Virginia, the American Federation of Teachers, the American Diabetes Association, Asurion, Mattress Firm, Credit Karma, and more.
Your RoleWe are looking for a consultant to work with us to design and run a program that helps families plan for the cost of college.
This role will report to our Chief Customer Officer.Responsibilities include:
Design and run a consulting program for parents planning for college costs, including onboarding, consultation structure, and follow up materials
Design and run workshops and group sessions for college financial planning
Set availability schedule for parents to schedule calls for questions about 529s, how much to save and budget for college costs, and the financial aid process
Consult on developing Summer's product tools and marketing materials for college savings planning as needed
Develop a framework for measuring user success and savings
We expect the time commitment to be 20 hours per month to start, with the opportunity to grow as user engagement with the college cost planning program increases.
Recommended Experience5+ years' proven experience as an advisor for educational expenses, including expertise in saving for college, 529s, and FAFSA and financial aid process
Bachelor's Degree and Certified Financial Planner designation
Ability to begin speaking with users within the first two months of onboarding
Excellent attention to detail, multi-tasking, and time management skills
Organized and process driven; you can independently manage tasks, know when to
ask for help, manage your calendar appropriately, and actively communicate your needs to the team
Comfortable in a small, remote team environment; has the ability to independently identify problems and inefficiencies and take ownership on solutions
Strong empathetic listening and customer service skills
Excellent written and verbal communication skills
Summer supports a hybrid, flexible work environment and we welcome applicants from anywhere in the United States.
Sound interesting? We look forward to hearing from you. Join us to help fix the system
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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