To support a growing network of financial professionals, the remote contract Bilingual Certified Financial Planner will conduct one-on-one financial education sessions with employees and their families, contribute to content development, and collaborate with leadership to create expansion frameworks. Key responsibilities Conduct one-on-one sessions with employees and their families on various personal finance topics Contribute to the development of content, programming, and financial products Partner with leadership to establish frameworks for business expansion Required qualifications Professional working proficiency in English and Spanish CFP certification is required CPA, EA, or other professional designations are strongly preferred Must operate their own Registered Investment Advisor (RIA) At least 4 years of experience in financial planning or investment advisory at a Registered Investment Advisor