Financial Success Coach - Remote

Overview

Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we are passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom.

We are seeking an experienced Certified Financial Planner (CFP) or similarly credentialed professional to serve as the founding advisor for this premium offering and help shape it from day one. This is a Full-time, contractor role with competitive compensation, where you will combine your expertise with Stash’s innovative AI tools to deliver personalized 1-on-1 guidance that builds customer confidence.

This is your opportunity to expand Stash’s mission by bringing human, one-on-one financial advice to millions of everyday Americans and redefining how accessible, professional guidance can be.

In Short

• Conduct virtual sessions with Stash customers, offering clear and actionable financial guidance tailored to their goals.
• Review customer profiles, history, and AI-driven Money Coach insights to personalize each conversation in real time.
• Leverage cutting-edge AI technology to enhance the quality of advice, streamline preparation, and make customer interactions more impactful.
• Provide education and recommendations without creating full financial plans or extensive follow-up work.
• Capture key session highlights using AI-powered transcription tools for future customer interactions.
• Maintain professionalism and ensure advice is consistent with Stash’s educational philosophy and regulatory requirements.
• Engage with prospective customers from Stash’s existing base of over 1 million, helping them understand the value of personalized financial guidance and encouraging them to book sessions.
• Partner with Stash’s internal team to provide feedback and help refine and scale this premium service.

Requirements

• Active CFP certification required (other relevant designations such as CPA, ChFC, AFC may be considered), Series 65 or Series 7/66 combination.
• Minimum of 3 years of direct client-facing advising experience.
• Exceptional communication and coaching skills, with the ability to explain complex topics in plain English.
• Entrepreneurial mindset, energized by being the first advisor in a new, high-impact program.
• Comfortable using digital tools, virtual platforms, and AI-driven insights.
• Ability to thrive in a contract role, managing your own schedule while meeting customer demand.
• Licensed and authorized to operate in all U.S. states.
• Must not be currently affiliated with another broker-dealer or RIA. This role requires sole advisory engagement with Stash during the contract period.

Benefits

• Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits.
• Complimentary subscription to Stash+ account.
• Flexible work policy – We offer a flexible work environment that blends working from home with in-person collaboration at our NYC office to support productivity and team culture.
• Flexible PTO.
• Annual learning and development reimbursement benefit.
• Work-from-home equipment stipends; home internet subsidy.
• Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary & Secondary.
• Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health.