About BrightPlan
At BrightPlan, our vision is to have a profound impact on people’s lives by making financial well-being attainable for everyone. We partner with forward thinking organizations who trust us to improve their employees’ financial well-being. These employers count on us to guide them from implementation to providing insights into their employees’ financial cares and concerns. When our customer companies have questions about delivering financial wellness, we go above and beyond to provide clear answers to their questions

 

We’ve been a remote-working company since we started in 2016, and have put together an awesome team with experienced leadership focused on our mission.  We offer competitive salaries, generous equity, annual bonus/achievable commission, 401k employer contribution, flexible time off, and comprehensive health benefits.  We come together in person 2 - 4 times per year in great locations throughout the U.S.

 

Postion Overview

BrightPlan is seeking a highly organized and experienced Financial Wellness Educator to play a pivotal role in our mission to empower everyone to have access to financial wellness.

 

As a Financial Wellness Educator on BrightPlan's Financial Education team, you will be responsible for curating, organizing, and delivering impactful financial education content globally. Your enthusiasm about improving lives through financial wellness education, combined with your strong project management and organizational skills, will be instrumental in enhancing our clients' financial health and well-being.

 

Responsibilities

  • Create, curate, and edit financial education materials for a global audience (US and international), ensuring clarity, accuracy, and alignment with educational objectives.

  • Design and deliver interactive  webinars and workshops, collaborating with other subject matter experts  and technical teams to ensure smooth execution.

    • Webinar support (scheduling, publishing new events, editing/sharing recording to Academy)

  • Collaborate with cross-functional teams to implement a comprehensive global financial education content strategy.

  • Work closely with subject matter experts to create engaging and empowering financial education content that caters to diverse audience needs.

  • Ensure all content complies with industry standards and is fact-checked for accuracy. Engage in regular research to stay current with financial trends, regulations, and industry updates, integrating relevant information into content.

  • Assist in the development and management of educational materials tailored for specific client segments or employee resource groups.

  • Collaborate with internal and external stakeholders to develop new content ideas and initiatives that address evolving financial education needs.

The Expertise We Are Looking For:

  • Minimum 3 to 5 years of professional experience in a financial coaching, planning, or education setting, demonstrating a proven track record of client success and program implementation.

  • Must be a Certified Financial Planner™ (CFP®) or an active CFP® candidate. Other professional designations such as AFC or CFT-I™ are preferred in addition to the CFP® requirement.

  • Proven experience in financial education, content creation, or curriculum development.

  • Strong project management skills, with the ability to multitask and manage priorities effectively.

  • Excellent written and verbal communication skills, with a keen attention to detail.

  • Proficiency in digital tools and platforms for content creation, webinar setup, and engagement.

  • Familiarity with a wide variety of financial topics such as budgeting, investing, retirement planning, equity compensation, and tax strategies.

  • Experience facilitating webinars/training and comfortable speaking in front of small and large groups of people

  • Ability to collaborate with subject matter experts and cross-functional teams.

  • Passion for financial education and empowering individuals to make informed financial decisions.

  • Comfortable working in a fast-paced environment and adapting to changing needs.

 

Why work with us?

  • Competitive compensation and benefits package.

  • Opportunity to contribute to the financial wellness of a global audience.

  • Access to ongoing professional development and educational resources.

  • Collaborative and inclusive work environment.

  • Flexible work arrangements - this is a remote position with quarterly in-person meetings

If you are a dedicated financial education professional with a strong passion for creating impactful content and fostering financial literacy, we invite you to apply for this dynamic role. Join us in shaping the financial future of individuals around the world.

 

About BrightPlan

BrightPlan is a leader in Total Financial Wellness. The company provides a comprehensive global solution that addresses all aspects of employees' financial health at every state of life, and empowers HR teams to enhance the employee experience to better attract, retain, and engage talent. Its unique combination of digital platform and financial planners enables employers to deploy at scale while delivering personalization for employees. The company is the first digital Investment Advisory certified for fiduciary excellence by the Centre for Fiduciary Excellence (CEFEX). For more, visit brightplan.com.

 

BrightPlan is proud to be an equal opportunity employer and consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.

 

To work at BrightPlan, you must live and work in the United States and be eligible for employment by any employer in the U.S. You must have a dedicated workspace and reliable internet service. At BrightPlan, base salary is determined by job-related experience, education/training, related job skills, residence location, as well as market indicators. Pursuant to state and local pay disclosure requirements, the base pay range for this role is listed below.

The minimum and maximum starting annual salary for this Financial Wellness Educator is $80,000 to $107,000.

 

This position is eligible for BrightPlan's standard benefits offering, including medical/dental/vision, 401(k) with company contribution, annual performance bonus, life insurance, paid time off, paid holidays, and other benefits in accordance with applicable plan documents. This benefits information is based on BrightPlan's good faith estimate as of the date of publication and may be modified in the future.

 

BrightPlan is not accepting agency referrals; only direct applicants will be considered.