Financial Presenter (Remote, Part-Time)

$50.00 per hour (paid monthly)
Jan 18, 2024
Feb 17, 2024
Financial Presenter (Remote, Part-Time)
Employment Type
Part Time
Experience Level
1-4 years
CFP® Certification

Part Time (W-2)  |  Virtual/Remote Position  |  apply by emailing

Job Summary
We believe that everyone deserves a simpler, lower-stress relationship with their money. Personal finance has been overrun by complexity, sales, and uncertainty. That’s why we’re working to make financial problem solving more personal and accessible for people like you, your friends, your coworkers, and your family.

As a Part-Time Remote Financial Presenter, you will present on a variety of retirement, investment, and general personal financial planning topics via live webinars. Additionally, via live webinars you will lead group sessions, like to an ask-me-anything, on similar topics.

Our services are offered to employees of companies as an employer-paid benefit and users of non-employer organizations, so you don’t have to worry about finding clients or selling products — just helping people with their money.


  • Present via webinars on retirement, investment, and general personal financial planning topics
  • Lead group sessions, similar to an ask-me-anything, about retirement, investment, and general personal financial planning topics
  • Answer attendees’ questions
  • Work with SmartPath team members to prepare for the sessions
  • Work with the Account Management team to prepare and customize employer-specific classes
  • Write outlines, conduct research, craft case studies, and use storytelling to create new presentations

Job Skills and Qualifications


  • 3+ years of financial coaching or planning/advising experience in a professional capacity
  • Bachelor’s degree
  • Excellent organizational, written, and oral communication skills
  • Comfortable and confident presenting and discussing a variety of personal finance topics
  • The ability to do quick, back of-the-napkin math and a knack for problem solving
  • Comfortable pivoting and evolving with a fast-paced business environment
  • High Emotional Intelligence (EQ)
  • Ability to devote at least 8-12 hours per week (on average) to working with SmartPath
  • Tech savvy - comfortable using Google Products (Calendar, Drive, Docs, Sheets, Slides, etc.) and familiar with or willing to learn Slack
  • A reliable internet connection and a private quiet space for presenting
  • At least 1 external monitor, high quality webcam, microphone, and professional office backdrop
  • Comfortable annotating on slides via a writing tablet


  • CERTIFIED FINANCIAL PLANNER™ (CFP®) and/or Accredited Financial Counselor® (AFC®)
  • Degree in accounting, finance, business, mathematics, or a related field


  • $50 per hour; paid monthly
  • 401(k) with a 4% match (100% immediately vested)

Email with your resume and a brief description of why you’re interested in this position. Thank you!


SmartPath, Inc. considers for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law. Candidates must possess authorization to work in the United States, as it is not the practice of SmartPath, Inc. to sponsor individuals for work visas.

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