Senior Financial Advisor - Remote

Senior Financial Advisor role at a leading FinTech company, revolutionizing wealth management through innovative technology.

Requirements

• Cultivate new client relationships and support business development initiatives.
• Collaborate with clients to understand their financial goals and objectives.
• Provide expert advice on investment strategies, tax planning, retirement planning, and more.
• Design and monitor personalized investment portfolios.
• Partner with product development and M&A teams to inform platform enhancements.
• Contribute to advisor recruitment efforts.

Benefits

• Top-tier medical, dental, and vision insurance.
• Generous paid time off and company holidays.
• 401(k) plan.
• Free meals, snacks, and telemedicine access.
• Attractive discounts on various services.
• Dedicated health advocate support.