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If you are a journalist or producer in need of Millennial money advice or an expert quote for a piece you’re working on, contact us here.

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Reshape the future of personal finance

We are on the lookout for HENRYs™ with ninja skills in various areas including financial planning, social
media + content strategy, operations + back office, event planning and more. If you are resourceful,
creative and good at getting shit done, we want to meet you!

Stash Wealth is disrupting the financial services industry by focusing on the education and empowerment of 20-somethings and 30-somethings who are largely ignored by traditional financial firms. We are looking for a Director of Marketing who is eager to propel us to become the #1 financial services firm for young professionals over the next 5 years.

 

What you’ll do…

  • Define, lead, and execute the company’s digital marketing strategy.
  • Craft and produce engaging and empowering content and digital assets. This includes producing and publishing the company’s bi-monthly newsletter and managing/encouraging community engagement on all outlets.
  • Monitor social media, website performance, Google Analytics, and ad traffic to inform your ideas, success metrics., and overall strategy to maximize brand presence and optimize media spend.
  • Embody the brand voice, acting as THE go-to person for copy, both externally [PR] and internally.
  • Manage external media relationships, providing research & copywriting support for inquiries & expert requests.
  • Own and maintain the company’s internal brand guidelines (ie brand manual, copy style guide, etc.).
  • Seek every opportunity to try something new, think creatively, and keep the brand relevant to our audience.

Who you are…

  • You have a working knowledge of and love for the world of personal finance.
  • You’re experienced with existing and emerging digital practices including: growth hacking, SEO, content marketing, re-targeting, drip campaigns, and facebook/instagram ads.
  • You have exceptional written communication skills and strong analytical aptitude.
  • You’re comfortable with Google Analytics, Mailchimp, and Wordpress. You’re familiar with Adobe or another design program. You are confident with SEO-related tasks.
  • You are able to do tactical and “big picture” work -- No task is too big, or too small. 
  • You believe marketing can be mission-oriented, providing the right audience with what they actually will benefit from, not pushing products or services just to sell
  • You’re resourceful and flexible. You’re not easily overwhelmed and you’re a self starter.
  • You’re equally comfortable saying “I disagree with you, and here’s why…” as you are saying “I don’t know, but I will...”

What makes this opportunity unique….

  • A dynamic, fast-paced environment, unique to start-ups and fast growth companies, where no two days are the same
  • The support of an established company and leadership that cares about your personal growth and development
  • The opportunity to truly own your work and drive the success of a company changing the face of financial services
 
Compensation: Salary + bonus potential
To apply: Email resume to careers@stashwealth.com

Stash Wealth is disrupting the financial services industry by focusing on the education and empowerment of 20-somethings and 30-somethings who are largely ignored by traditional financial firms. Our signature service, the Stash Plan®, has revolutionized financial planning by placing an emphasis on lifestyle and goals-based investing, rather than budgeting and retirement -- empowering the next generation of wealth. We help our HENRY™ [High Earner, Not Rich Yet] clientele keep their lifestyle AND plan for the future.   We are looking for hungry and talented financial services professionals who are eager to be part of our revolution and provide a cutting edge experience for the next generation of wealth.
   

What you’ll do…

  • Own the execution and delivery of our virtual financial planning experience, the Stash Plan®. This will include building financial plans (with the support of our internal tools) and communicating regularly with clients through virtual meetings (aka video calls) and email.
  • Assume responsibility for a dedicated group of clients and ensure they have a white-glove experience using your expertise to handle their planning and advising needs throughout the year.
  • Build and maintain high-quality client relationships with thoughtful engagement beyond scheduled touch points (i.e. sending a good luck note before a job interview, etc.)
  • Take detailed notes and maintain record keeping standards, ensuring client files are correctly completed and maintained from a compliance and relationship-management standpoint.
  • Proactively operationalize and streamline existing processes with an eye for scalability
  • Provide feedback and contribute ideas to support the ongoing vision and development of the proprietary software you’ll use everyday.

Who you are…

  • You have or are willing to obtain the Series 65 license or CFP® designation.
  • You have at least 2-3 years of financial planning experience. eMoney/MoneyGuidePro experience is a plus.
  • You have experience managing relationships and are an excellent communicator.
  • You are a mission-driven, client-centric individual. You believe that everyone has the right to receive solid advice and guidance (regardless of age or wealth status) and you’re eager to use your fluency in the expansive world of personal finance to change the way young professionals think about their money. 
  • You’re comfortable wearing many hats and excited to work in a dynamic and engaging environment with the energy of a start-up and support of an established company. 

What makes this opportunity unique….

  • Prospecting and book-building are not required. HENRYs™ who are ready to get their financial sh*t together find Stash Wealth.
  • A dynamic, fast-paced environment, unique to start-ups and fast growth companies, where no two days are the same.
  • The support of an established company and leadership that cares about your personal growth and development. You’ll get on the job training in our proprietary, cutting-edge financial planning philosophy. 
  • The opportunity to be a part of a company that’s changing the face of financial services. 
 
Compensation: Salary + Bonus, no prospecting!
To apply: Email resume to careers@stashwealth.com