Financial Planner - Part-Time, Bilingual (English/Spanish)

About Morrow

is a financial platform built for the American worker. We provide financial coaching services as an employee benefit. Our clients () are the employees of companies in the construction, manufacturing, transportation, and healthcare sectors. We build personal relationships with our members while leveraging technology to improve the member experience.

Morrow philosophy to financial coaching revolves around:

• Trust - We put trust first in all our relationships. As such, we strictly adhere to the CFP® Board’s Fiduciary Standard. Morrow Coaches never receive commissions.
• Value - We are always looking to provide more value to our members. We build personal relationships with members while leveraging technology to improve their experience.
• Curiosity - We are curious before we are right. We ask questions and simplify complex financial concepts and tasks.

About the role

We are seeking a part-time, bi-lingual (Spanish) Financial Planner to join our Financial Coach team. This is a remote, part-time role (~20 hours / week) with potential to convert into a full time position. You will work directly with members to build a customized plan. Morrow does not provide tax advice or investment management or advisory services. You will also participate in the creation of financial educational content, both written and video.

What you’ll do:

• Serve as a lead Financial Coach for Morrow Members, always upholding fiduciary standards.
• Conduct virtual coaching sessions to help Members achieve their financial goals.
• Identify opportunities to add value to Members and connect them to relevant resources and partners.
• Educate members on money questions or topics specific to their situation.
• Contribute to the creation of written and video addressing relevant financial topics.
• Actively collect customer feedback to support the identification of product/service improvements.
• Maintain ongoing engagement and communication with Members beyond scheduled meetings.

Who you are:

• Bilingual proficiency in Spanish and English.
• Must have the CFP® designation or have completed the education requirements and the CFP® exam.
• Bachelor’s degree or higher.
• Experience in client-facing roles within the financial sector.
• Ability to simply communicate financial planning concepts and terminology.
• Excellent organizational skills and attention to detail.
• Proficiency in the Google product suite.

Interested candidates should send a resume as well as a link to a 2-3 minute video to katie@usemorrow.com. The video (hint: YouTube, Zoom, and Loom are great options) should introduce yourself and share why you love helping people with their finances. While successful candidates must be able to communicate in both English and Spanish, please record your video in English.

Applications sent without a video will not be considered.

Job Type: Part-time

Pay: $33.00 per hour

Expected hours: 20 per week

Compensation package:

• Hourly pay

Schedule:

• Monday to Friday
• No weekends

Work Location: Remote