Job Title:            CFP/Business Analyst

Summary

The Certified Financial Planner/Business Analyst will support the Editorial/Content Development team in every phase of service development and implementation, including assuming a leadership role in designing and writing about financial services and serving as a resource to our Call Center. Work with a team of professionals with various specialties to develop the best possible solutions to our client's financial crisis situations. Gain information from our clients through interviewing, research and analysis of their financial stress. Effectively communicate solutions through both verbal and written presentations.

Our Market

We are a pioneer in Internet financial services technology and a leading innovator in enhanced, dynamic content delivery. Our flagship product addresses the needs for self directed financial education and planning services by delivering Web content to customers in a more exciting and compelling manner. Our software provides a unique solution to Web-focused security issues. This is the only product on the market with an extensive level of configurability and flexibility to rapidly deliver any financial services content to Web users.

Specific Duties and Responsibilities

• Help develop content based on technical financial planning perspectives but expressed in engaging lay language.
• Provide support for data definitions, screen design, calculator functionality, content creation and comprehensive product business definitions to support the creation or improvement of Internet technology-based products.
• Assist, as a liaison to the technical developers for the business needs of customers, partners and advisors.
• Serve as a subject matter expert. Research content for financial planning Web site
  

Qualifications

Business analyst experience. The ideal candidate will have four or more years of financial planning and project management experience. Candidates should hold CFP designation. CPAs with financial planning experience are also encouraged to apply. Business analysts may specialize in investment, insurance, annuities or a broad set of financial products and services. Specific familiarity and demonstrated knowledge of general financial planning, retirement, insurance, tax, investment and estate planning is essential.

Product knowledge concerning investments, financial insurance, P&C insurance, mortgage and consumer/student loans is a significant plus.

In addition to content development, our Financial Planners will help create financial education programs and customized financial-planning seminars on a variety of topics. They will also help develop internal training programs to enhance team members' knowledge and presentation skills.

In addition, the candidate should have:

• 5 years experience analyzing and problem solving
• Superior verbal and written communications skills
• The desire to work for a kind, compassionate company with the mission of helping people with their money problems
• Integrity, passion and commitment
• Sense of humor
• The ability to juggle concurrent, complex assignments
• Detail-oriented person with good decision making skills
• Enjoy working in a team-oriented environment

Education

BA in marketing, finance, communications or technology field; MBA with a global perspective is a plus

Salary