Personal Information

First Name *

Last Name *

Address

Street Address *

City *

State *

Postal code *

Email *

Phone *

Education & Work History

Summary of Work History *

Resume & Cover Letter *

Please ensure that all files are ONLY in PDF or .doc/.docx formats.

What is the highest level of education you completed? *

High School/GED
Associate's Degree
Bachelor's Degree
Master's Degree
Doctoral Degree
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Institution Name *

Name of institution providing your highest level degree

Degree Type *

Degree title of highest degree

Do you have/maintain any professional licenses? *

Yes
No
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If "Yes", please provide:

Answer should include what license(s) and what you need to do to maintain said license(s).

Have you ever been disciplined or subject to current disciplinary proceedings? *

Yes
No
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If "Yes", please explain:

Answer should include reason for disciplinary action and result

Questionnaire

Do you have a Driver's License and are able to travel to clients' homes (typically within a 30-45min drive)? *

Yes
No
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Are you willing to consent to a background check? *

Yes
No
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Are you willing to consent to a credit check? *

Yes
No
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Are you willing to sign a Confidentiality & Non-Disclosure Agreement? *

Yes
No
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Pre-Interview Questions

Describe your experience in managing your daily financial tasks such as budgeting, bill payment, and tracking/categorizing expenses. What systems or tools have you used to assist you in this effort? *

How do you manage your personal cash flow to ensure you can cover monthly living expenses without depleting your savings? *

What does a normal day look like for you, and what steps do you usually follow to get your tasks done, either at work or at home? *

Describe how you have or would tailor financial conversations for someone with different levels of financial literacy or cognitive ability? *

Can you describe a situation when you had to prioritize someone else’s best interest over your own or your employer’s? What values guide your decision? *

Describe a moment in your career or life that made you feel especially proud. *

How would you define success in your job and/or personal life? *

Video Submission

Submit a 2–5-minute video telling us 1) a little bit about you, and 2) what drew you to this field of financial management, and why do you feel this job is a good fit for you personally? Be yourself! This doesn’t have to be fancy—record on your phone or laptop in a quiet space. We’re looking for sincerity, not perfection. Your video helps us understand your communication style and values. *

Upload your Video file to your Google Drive or cloud storage provider, share access, and add the Shared URL of your video file in the field above.

By checking this box, I consent to receive emails and text messages related to my application and its status. These messages may include appointment reminders, schedule requests, and direct messages among others. Message frequency may vary. Message & Data rates may apply. Reply to any text message with STOP to opt-out.

Your choice about opting into receiving text messages or not as part of the job application process does NOT impact your eligibility for the position.