About Workplay

Workplay is the first financial planning app designed to make personal finance simple, approachable, and actionable. While our AI-driven platform builds personalized blueprints for everyday users, we also know some people need human guidance to gain clarity and confidence with their money.

The Role

As a CFP® Coach, you will provide on-demand, one-on-one support to Workplay users who choose to upgrade for personalized assistance. You’ll help clients navigate budgeting, debt payoff, savings strategies, credit improvement, and long-term planning, ensuring they feel supported and empowered while using the Workplay app. This is a flexible, client-facing role where you’ll combine professional expertise with Workplay’s innovative technology to transform financial outcomes for real people.

Key Responsibilities

• Provide personalized financial coaching sessions to Workplay users.
• Help clients apply Workplay’s AI-driven blueprints to their unique situations.
• Guide clients on budgeting, debt reduction, credit improvement, emergency savings, and long-term planning.
• Offer general investing principles and allocation strategies (Workplay does not provide individual stock/crypto picks).
• Maintain compliance with industry regulations and uphold fiduciary standards.
• Deliver support in a clear, empathetic, and approachable manner.

Qualifications

• Active CFP® certification required.
• 1+ years of experience in financial planning, coaching, or advisory roles.
• Strong communication skills with the ability to explain complex financial concepts simply.
• Passion for helping everyday people improve their financial lives.
• Tech-savvy and comfortable working within digital platforms.
• Experience with budgeting, debt management, credit counseling, and goal planning preferred.
• Ability to work flexibly with clients across different time zones.

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