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Launching a new professional mission with Intuit’s Mint Live

IntuitLife Anna Caffarel working remotely at Intuit

After an extended break in my career I found an exciting new world of opportunities at Intuit, serving millions of customers worldwide with TurboTax, QuickBooks, Mint and Credit Karma. As a Mint Live expert I’ve been able to draw upon my past career experience and learn a host of new skills to help our customers make more informed decisions and take control of their financial lives.

A new path

I began my career as a practicing attorney. After starting my family, I took a break from practicing law to be a stay-at-home mom and to teach part-time in my children’s school.

When my youngest started high school, I began studying tax and accounting basics as a possible route to a new career. After working at a few local tax offices, I was presented with the opportunity to become a seasonal TurboTax advisor at Intuit. Intuit made it easy for me to transition to my new role, providing all of the training, technology and tools I needed to succeed. Most importantly, I found a vibrant professional community here that supports my continual learning and career growth.

Emerging opportunities

While working on the TurboTax team, a teammate suggested that my background as an attorney might help me become a CFP® on an accelerated track. I was intrigued with the idea because I knew that acquiring the broader scope of expertise required—spanning taxes, retirement planning, insurance, investing, and more—would present a professional challenge and also open new career opportunities. I decided to take the summer to study for the CFP® exam and passed it that fall.

When Intuit launched the brand new Mint Live service to provide customers with holistic financial advice from certified financial planners, I had the privilege of being one of the first Mint Live experts.

Connecting with customers

As a Mint Live expert I’m able to provide unbiased expert guidance for people who often don’t think they can afford professional financial advice. I help our customers link all their financial accounts to the Mint platform, so they can have a better picture of their financial situation. Then I use this data to provide recommendations around their personal goals. My customers appreciate that I’m not selling them financial products. Instead, I’m helping them identify strategies to build a path to prosperity that fits their unique needs.

Being on the Mint Live team is a rewarding experience, and customers often express their gratitude for helping them design a practical, actionable financial plan. I advise my customers about how to navigate their biggest life moments—whether starting a family, setting up college funds, buying a new home, or planning for retirement. From helping a small farmer understand how to finance his next stage of business growth, to putting together a plan for a Silicon Valley engineer to save for her first home, I’ve been able to become a part of so many financial success stories.

Evolving expertise

As one of the earliest Mint Live experts, I’ve been able to influence the development of the platform and the expert experience. Now I use this in-depth experience every day, helping train new Mint Live experts and giving them the encouragement and support they need. I’ve helped create many of the onboarding processes, instructional videos, and handbooks that we use to train our experts. I’m currently helping our team of learning and development specialists integrate this knowledge into a suite of highly polished educational modules that will help us take our training program to the next level.

Working at Intuit has been such an exciting stage in my career, there’s never a boring day here! I’m part of the fast-moving world of fintech, helping pioneer new services and products that have a huge impact on our customers’ lives. Moreover, I’m working for a company that cares about its customers, its employees, and its place in the world. We’re a close-knit and supportive team, working together with a shared mission to help give everyone the opportunity to prosper. It’s what keeps me energized to continue learning and improving myself every day. I couldn’t imagine being anywhere else.

We’re always looking for great new additions to our team. If you’re in search of an exciting new professional challenge, I encourage you to take a look at the opportunities on our career site.

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