Summer
Summer is a B CorpⓇ that combines technology and policy expertise to help borrowers simplify and save on student debt.
FinTech • EdTech • Personal Financial Management • Well-Being • Financial Well-Being
11 - 50
College Financial Planner (Contract)
May 9
🏡 Remote – Anywhere in California
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Summer
Summer is a B CorpⓇ that combines technology and policy expertise to help borrowers simplify and save on student debt.
FinTech • EdTech • Personal Financial Management • Well-Being • Financial Well-Being
11 - 50
Description
• Design and run a consulting program for parents planning for college costs • Run workshops and group sessions for college financial planning • Set availability schedule for parents to schedule calls for questions about college costs
Requirements
• 5+ years’ experience in advisor for educational expenses • Bachelor’s Degree and Certified Financial Planner designation • Strong empathetic listening and customer service skills • Excellent written and verbal communication skills
Benefits
• Generous Time Off • Inclusive work culture • Hybrid, flexible work environment
Apply Now
