Childfree Insights™ is your go-to source for big ideas and practical resources to craft your amazing Childfree life, with comprehensive services to fully support your next steps. We produce our podcast, host “Real Talk” Q&As for our community, and blog about the topics most impacting the Childfree community. Childfree Wealth® is a flat-fee, fee-only financial planning firm that goes beyond standard financial metrics by placing a strong emphasis on life design, helping clients align their money with their unique vision for freedom and purpose. Childfree Trust® is the first and only comprehensive, nationwide estate solution for going beyond legal estate documents: We’re your professional, fiduciary medical and financial POA, executor, and trustee and ensure your wishes are followed as you wrote them. As a member, you also get 24/7 emergency response from our emergency support call center so you’ll never be alone when you need help the most.

Job Title: CFP Fellow 

Company: Childfree Wealth®

Reports To: Dr. Jay Zigmont, PhD, MBA, CFP® (Founder and CEO)

Salary: $47,800 per year

Job Type: Full-Time, 2-Year Fellowship Program (Path to Financial Planner)

Location: Remote

***Note:

Career changers are highly encouraged to apply!

This position is written for a hybrid employee - please describe your "special skillset" in the application. The EA position as outlined below could be replaced with a variety of other skills that support a growing RIA.

Applications for this program are accepted on a rolling basis. You will be contacted for an interview when a position becomes available if your skill sets apply. ***

About Childfree Wealth®

Childfree Wealth® is a fee-only, flat-fee, advice-only fiduciary life and financial planning firm dedicated exclusively to serving Childfree and Permanently Childless individuals and couples. Traditional financial advice assumes you have kids or will have them someday. We help our clients ditch the "Standard LifeScript" and pursue their own paths, such as FILE (Financial Independence, LIVE Early).

Our mission is to empower the childfree community to plan an amazing life without kids, and our vision is to inspire childfree people to define and pursue their greatest impact. We are a fast-growing, mission-driven organization at the forefront of the Childfree Wealth movement, working alongside our sister organizations, Childfree Trust® and Childfree Insights™.  This position will work across all of our organizations. 

The Opportunity

We are seeking a highly organized, driven, and detail-oriented professional to join our team as a CFP Fellow. This is a unique, two-year, time-limited apprenticeship designed specifically to fulfill the CFP Board’s experience requirements.

This position is a dynamic hybrid: half Paraplanner and half Executive Assistant, working directly alongside our Founder and CEO, Dr. Jay Zigmont. You will gain hands-on experience in both the client-facing art of financial planning and the behind-the-scenes reality of running a growing RIA.

At the successful completion of the two-year fellowship, you will have met the CFP Board’s experience requirements. At that point, our intention is for you to "graduate" from this role and either transition into a full-time Financial Planner (Childfree Wealth Specialist®) role or take on another strategic position within the Childfree Wealth organization.

What You Will Do

As a CFP Fellow, your time will be split between supporting client financial planning (Paraplanner) and managing administrative workflows necessary to run the firm (Executive Assistant).

Paraplanner Duties (Client-Facing & Planning):

• Client Meetings: Review client meetings by Dr. Jay, observing client interactions, capturing the nuances of the client's life design, and tracking action items.
• Plan Development: Gather, organize, and enter client data into financial planning software to help draft comprehensive life and financial plans.
• Holistic Planning Support: Support the ongoing life and financial planning process, focusing on cash flow, tax planning, estate planning, and solo aging through a Childfree lens.
• Client Communication: Serve as a point of contact for clients, assisting with onboarding, document collection, and execution of their financial action items.

Executive Assistant Duties (Behind-the-Scenes Operations):

• Executive Support: Act as the right-hand to Dr. Jay Zigmont, managing his daily schedule, calendar appointments, and email inbox to maximize his time and impact.
• Firm Operations: Assist with the day-to-day administrative running of the company, ensuring workflows are efficient and tasks are accurately tracked in our CRM and other systems.
• Media & Brand Assistance: Help coordinate logistics for social media, podcast recordings, media appearances, conferences, and speaking engagements.
• Special Projects: Support cross-company projects involving Childfree Wealth®, Childfree Insights™, and Childfree Trust® as we continue to scale.

What You Bring (Qualifications)

• CFP Education: You must be currently enrolled in a CFP Board-registered education program OR have already completed your CFP® coursework. (Requirement)
• Mission-Aligned: A genuine interest in personal finance and a strong alignment with our mission of serving the Childfree and Permanently Childless community. You understand why traditional financial advice doesn’t work for everyone.
• Organization & Detail: Exceptional administrative and executive support skills. You thrive on keeping things organized, managing complex schedules, and catching small details in both financial plans and administrative tasks.
• Proactive Communicator: Excellent written and verbal communication skills. You are empathetic, professional, and comfortable interacting directly with clients and external partners.
• Tech-Savvy: Comfortable learning and navigating financial planning software, CRM tools, and virtual meeting platforms.
• Growth Mindset: You are eager to learn, welcome feedback, and are highly motivated to become a full-time financial planner. 

What We Offer

• Compensation: $47,800 base salary per year.
• Clear Career Progression: A structured 2-year pathway to completing your CFP® experience requirement, with the intent to promote you to a Childfree Wealth Specialist® or other role upon completion.
• Direct Mentorship: Regular coaching and collaboration with a recognized industry leader, cultural economist, and pioneer of the Childfree Wealth movement.
• Benefits: 401k, HRA, remote position with limited travel.