Certified Financial Planner

MoneyLion is a leader in financial technology powering the next generation of personalized products and content. The company's mission is to give everyone the power to make their best financial decisions. The role of Certified Financial Planner will be responsible for overseeing MoneyLion's new financial planning offering, forecasting, and analysis to support strategic business initiatives.

Requirements

• Developing MoneyLion's Financial Planning proposition
• Actively shaping our product experience and customer support strategy
• Key contributor in designing our approach to specialized Financial Planning
• Responsible for plan development and plan review with members
• Manage all client inquiries, escalations and onboarding support
• Support the product development and marketing efforts

Benefits

• Competitive salary packages
• Comprehensive medical, dental, vision and life insurance benefits
• Wellness perks
• Paid parental leave
• Generous Paid Time Off
• Learning and Development resources
• Flexible working hours