Certified Financial Planner Expert
Job in
Boise, Ada County, Idaho, 83701, USA
Listing for:
Ethos
Part Time
position
Listed on 2026-11-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
$70/hr
Location and ScheduleFully remote, work on your own schedule
Flexible, 5-20 hours per week (or more if desired)
Start date:
ASAP
- 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
- Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
- Certified financial planners with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net‑worth statements, and risk‑tolerance questionnaires.
Our group is growing, and we are hiring a Certified Financial Planner Expert in United States.
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