We’re Hiring!

 

Who we are

At Dare to Dream Financial Planning, we show female entrepreneurs of color who earn between $200,000 and $4 million per year how to structure their personal and business finances for impact, flexibility, and to build wealth. We show them how to become financial powerhouses whose impact will carry through generations.

Our goal is to help create 10,000 multimillionaires in order to shift the inequitable dynamics of our society. We strive to help women of color reclaim the agency they deserve but has been robbed from them by scarcity and the systemic inaccessibility of information.

Our team takes these action and purpose-driven entrepreneurs from a confused, overwhelmed, and uninformed position to an inspired, intentional, financially nimble powerhouse.

The result is impactful, intentional wealth and unshakeable abundance that can weather whatever storm or opportunity may come

What We Believe

Intentional Creation– Women and People of Color have lived life based upon society’s limitations for entirely too long. It’s our time to reclaim our agency and to intentionally, thoughtfully craft the life we want to live and the impact we want to have.

Personal Responsibility- It is up to us to craft and create the lives we want to lead. We recognize external forces, but also know that the buck of our lives stops with us as individual creators of our life.

Authenticity- We each have the right to show up as our true, authentic selves whether that is palatable to others or not. It is not our job to please people or make ourselves small to fit anyone’s idea of who or how we should be.

Abundance- We have a right to live abundantly- in time, financial resources, love and joy. Times of scarcity and fear-based life decisions are no more. We live boldly and choose to show up as our full selves.

Community- we are not seeds cast into the wind. We are lovingly planted in rich fertile soil of family, friends and culture. We cannot forget where we come from and act as if we have done it all on our own. We acknowledge the collective and ancestral contributions to our success, and act accordingly by paying those efforts forward to our chosen tribe.

Self-Determination- We have the right to become, live, act in our life according to our internal compass. We will no longer live lives determined by society’s, friends’, family’s, or our partners’ desires for us. We live intentionally for self while also joyfully pouring into our community.

Executive Assistant

Accepting Applicants until October 31, 2021

Who You’ll Work With:

The Executive Assistant will report directly to the CEO. You’ll work in conjunction with the marketing assistant and accounting, bookkeeping, and tax preparation contractors to ensure the operations of the business are running smoothly and proactively. 

We are looking for someone who is extremely organized, proactive, with a high level of attention to detail, and a desire to work in a mission-driven organization 

Dare to Dream Financial Planning is a virtual financial planning firm based in the DC Metro Area. This is a remote-work from home position, with the potential to work from a future office location.

Who We Want:

We are seeking an Executive Assistant. This person will be responsible for managing the CEO’s schedule, meeting preparation, responding to emails and document requests, as well as execution on client meeting tasks. This individual will take responsibility for operational tasks in order to free up the CEO’s time to bring in new business and serve clients with excellent, proactive financial advice. 

What You Need:

• A genuine commitment to the Dare to Dream Planning organizational mission and a genuine interest in the financial services industry.

• The ability to set goals and develop achievable timelines to hit them.

• Excellent execution skills and attention to detail.

• Independent work ethic.

• Ability to prioritize multiple projects and adapt accordingly in a dynamic, evolving business environment.

• Growth mindset a.k.a “the sky’s the limit” thinking

• Excellent interpersonal skills and an extraordinary client service orientation.

• Excellent organizational and time management skills and ability to multitask.

• Knowledge of Financial Advisor office tools preferred or computer literacy to easily learn new programs.

• Strong knowledge of Microsoft Office, including Word, PowerPoint, Excel.

• Desire to provide the highest quality of service that is led with empathy and excellence.

• Planning and organizational skills/can manage multiple projects with precision

• Exceptional written and verbal communication skills

• Be able to work autonomously and stay focused on the job at hand.

• Follow our company cadence and all of the targeted interactions.

• Understand the big picture of each project and the company, but also be able to drill deep into each project to establish what needs to be done and when.

Job Responsibilities: 

• Responsible for managing the CEO’s calendar/ meeting scheduling.

• Manages CEO’s inbox to ensure timely response to client inquiries/scheduling requests.

• Manages client CRM system and workflows including meeting documentation.

• Coordinates outside vendors including external paraplanning, tax preparation, and accounting contractors to ensure required meeting documents/analyses are completed.

• Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders.

• Conduct phone calls with custodians to research potential issues within client accounts

• Responsible for client billing.

• Develops and maintains written documentation (systems) of all activities.

• Coordinates the assembly of client paperwork.

• Orders and handles office supplies.

• Performs other duties as assigned.

This job is for you if:

• You feel called to a movement larger than yourself;

• You are service-oriented;

• You believe that your results are your responsibility;

• You want to join an organization that will support your professional growth and advancement;

• You can handle direct feedback and provide it when necessary,

This job is not for you is:

• You want to be a financial advisor;

• You want to own your own business;

• You don’t care whom you serve;

• You don’t understand why BIPOC entrepreneurs need a dedicated advisor;

• You do not have attention to detail;

• You don’t want joy and humor in your workplace;

• Operational, repetitive tasks bore you.

 Preferred Education & Experience:

Tier 1:

• 2+ years experience in financial services.

• An associate’s degree with coursework in business or operations management.

• Familiarity with basic investing or financial planning concepts.

Tire 2:

• 2+ years of general work experience in an online startup environment.

• A bachelor’s degree

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. However, preference will be given to women of color as it is in line with our organizational mission to increase diversity in the financial services industry.

Marketing Assistant

We’re hiring a Marketing Assistant who can help us more efficiently accomplish our mission as a company.

Duties & Responsibilities:

• Assist in implementing marketing campaigns

• Sending out tests of and scheduling: newsletters, blog posts, and marketing emails.

• Drafting social media posts for approval by CEO.

• Posting to social channels including Instagram (feed and stories), LinkedIn, and Twitter. Scheduling posts and selecting photos to do with them.

• Tracking metrics: social channel follows/likes, newsletter open rates, newsletter conversion metrics, tracking customer journey/conversions.

• Podcast support including creating assets for biweekly podcast releases from templates, sharing the podcast release and graphics with our guests, reaching out and scheduling/confirming new podcast guests, and communicating with our podcast editor to provide episode resources.

• Proactively looks for more marketing strategies that can be created or improved.

• Seeking out information about our target market by reading what’s current in the financial services industry.

• Plan quarterly client appreciation events.

• Structure & edit blog posts/website as needed.

What You Need:

• Excellent communication skills (written and verbal)

• Excellent organizational skills and ability to prioritize workload.

• Critical thinking, analytical and problem-solving skills.

• Tech skills preferred, but not limited to: Canva, Instagram, Twitter, LinkedIn, AirTable, Squarespace, MailChimp, Facebook, Facebook Ads Manager, G-Suite, Google Documents.

• Ability to work on multiple projects at any one time.

• Operate in a fast-moving environment and adhere to deadlines while producing high-quality work.

• Be a problem solver and think ahead to ensure any challenges don’t greatly impact project progress or outcomes.

• Ability to set goals and develop achievable timelines to hit them.

This job is for you if:

• You love learning about marketing and social media;

• You are service-oriented;

• You thrive in a collaborative environment;

• You love a challenge and are resourceful when it comes to figuring things out and making them happen;

• You want part-time work;

• You want to work in a mission-driven organization.

This job is not for you if:

• You are not US-based;

• You don’t particularly care for marketing;

• You are not interested in continuous learning;

• You don’t want joy and humor in your workplace;

• You want to run your own business;

• You are not willing to speak boldly and potentially ruffle feathers.

Preferred Qualification & Experience:

• 2+ years of social media marketing experience

• A bachelor’s degree in business or marketing

to apply

Please submit via email to jobs@daretodreamplanning.com :

• Resume

• Link to LinkedIn profile, Twitter account (if you have one)

• (Optional) Anything else you think might help me understand your story.

  What happens next? We are accepting applications until October 1, 2021. I’ll reach out to you to let you know the next steps and if I’d like to move to the next step in the interview process. Every applicant will hear back. We won’t leave you on read.

  And thank you for applying!