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Fiduciary/Advisor (CFP®) for growing FinTech Startup

401Kub

Fiduciary/Advisor (CFP®) for growing FinTech Startup

National
Part Time
Paid
  • Responsibilities

    UNIQUE OPPORTUNITY TO JOIN A FEE-ONLY FINTECH DISRUPTOR. 

    We are 401Kub.com. We are focused on saving people money on their employer sponsored 401(k) fees. We're based in Denver, CO and we're powered by algorithms and coffee. Lots of coffee. We're in the process of automating and scaling our services. Your role will be to ensure compliance with relevant governing bodies, and serve as the sole fiduciary/advisor of a burgeoning FinTech company.

    This position will require an initial time commitment for assistance with regulatory compliance, but after our technical team is done with automation, this position will require little to no time investment, and you still get paid every time we earn a customer.

    This is a unique opportunity where you will be able to define your own role. Beyond acting as a fiduciary/advisor, you can bolster your skill set in marketing, blogging, business development, analytics, website / API / algorithm development, social media management, content creation, or explore areas to gain professional experience in while being part of a growing FinTech company. 

    This role is flexible enough to let you build your own Financial Planning firm, or gain hours of experience, while still having extra income. We're invite you to join our team as we build our company.

    REQUIREMENTS:  -Must have passed your CFP® exam, and be active as a NAPFA-Registered Financial Advisor, NAPFA Associate, or Pathway Member.  

    -Must be a U.S. Citizen

    Bonus Points: Any other financial certifications are a plus! Colorado based is nice but not necessary.