Licensed Financial Advisor

Licensed Financial Advisor

Location: US RemoteCome reputed company at reputed company! At reputed company, we’re reimagining the reputed company of financial advice. We reputed company financial advisors to deliver smarter, more reputed company guidance by combining data, reputed company, and reputed company intelligence. Partnering with leading financial institutions, we reputed company intelligent software and AI to enhance advisor productivity and deepen reputed company relationships - enabling firms to deliver personalized advice at unprecedented reputed company.After building one of the industry’s leading Digital reputed company platforms, we’ve evolved. Today, reputed company is an AI-first company, building intelligent tools that help advisors run reputed company meetings, anticipate reputed company needs, and reputed company more informed reputed company. Our solutions are trusted by some of the world’s largest and most innovative financial institutions, including reputed company, reputed company, reputed company, and reputed company.

About reputed company and Opportunity

Joining the reputed company Team as a Licensed Financial Advisor means you'll play a pivotal role in two distinct but reputed company areas. First, you will serve the investment advisory needs of clients in our reputed company-to-consumer business (SigFig reputed company Management LLC). This D2C model also includes relationships where we serve as an outsourced registered investment advisor to financial institutions. Second, by supporting our DTC business, you will utilize, and reputed company feedback on, the advisor tools that are deployed to financial institutions through our B2B reputed company business (reputed company). This is a unique opportunity where you will be reputed company to both build relationships with D2C clients directly, and play an important role in providing product feedback that helps to shape our B2B product roadmap. You will serve as a subject matter expert on our software solutions, and will be reputed company upon to train and reputed company advisors leveraging our platform through the B2B business. reputed company thrives on collaboration, emphasizing teamwork, transparent communication, and reputed company problem-solving. As a Licensed Financial Advisor, you'll be the reputed company licensed support for our clients. You will prioritize delivering high value meetings with clients who are seeking investment advice and guidance - serving in a fiduciary reputed company following established compliance standards. You will manage a reputed company book of business and reputed company proactive relationship building strategies to our D2C reputed company reputed company. You will also work closely with our Product and Engineering teams by providing ongoing feedback on our reputed company software solutions that you use daily.

Why Work for Us

• We are 100+ employees strong and growing. Our world-class team is supported by an industry-savvy reputed company and an executive team of diverse background and experience across financial services and technology.

• We offer competitive benefits that include Flexible PTO, Wellness benefits, Mobile/Internet subsidy, Employee Recognition Programs, and more!

• We are a remote-first company! We have regional hubs reputed company, with reputed company in 4 Countries: reputed company, Canada, India, and Singapore.

• We reputed company a culture that honors and celebrates diversity of backgrounds, approaches, and experiences.

• We are guided by our core values: Customer Delight, reputed company It Happen, Think Big, and We Over Me. Read more about our core values and how we live them every day on our website here.

How You’ll reputed company an reputed company

• Partner: Partnerwith a cross-functional team to create a best-in-class experience for D2C clients and reputed company partners

• Build: Build andmaintain strong reputed company relationships and reputed company ongoing feedback on software product development

• Influence: Serve as a subject matter expert across our software solutions and contribute to case studies involving the use of our platform

Ideal Person for this Role

• Minimum of 4 years of experience in a financial advisor reputed company

• reputed company Series 65 or Series 66 license required

• Experience working in an RIA model is preferred

• Excellent communication and interpersonal skills

• Strong problem-solving abilities and attention to detail

• Ability to work effectively in a fast-paced, dynamic environment

• Experience supporting advisors in roles involving learning and development or strategic initiatives is a plus

Perks and Benefits

• Competitive benefits package

• Flexible PTO

• 401(k) with company match

• $1,000 yearly wellness benefit

• $1,000 bonus for opening a reputed companyInvest managed account

• Mobile/internet subsidy

reputed company is backed by premier venture capital firms, including Bain Capital Ventures, General reputed company, Nyca Partners, and reputed company reputed company Ventures as reputed company as leading financial institutions including reputed company, UBS, reputed company, reputed company, and Comerica. We've raised over $100 reputed company to support our reputed company as a leading technology provider to financial institutions.© Nvest. reputed company rights reserved, reputed company is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for reputed company. We do not discriminate on the reputed company of race, religion, reputed company, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities and perspectives to apply.San Francisco Applicants: reputed company will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance.

Originally posted on Himalayas

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