Wealth Solutions Investment Advisor (Fintech)

TL;DR

Wealth Solutions Investment Advisor (Fintech): Guiding clients through initial financial consultations and asset consolidation with an accent on goal-based planning and relationship building. Focus on managing client pipelines, achieving conversion targets, and establishing long-term financial foundations for clients with assets under $100,000.

Location: Must be based in the U.S.

Salary: $50,300–$69,125

Company

A financial services firm dedicated to helping individuals achieve financial freedom through flexible career paths and inclusive wealth management solutions.

What you will do

• Conduct financial consultations to identify client goals and recommend appropriate solutions.
• Facilitate onboarding and asset consolidation for new program participants.
• Manage client pipelines and document interactions using Salesforce and planning tools.
• Collaborate with senior advisors and relationship managers to ensure smooth client transitions.
• Meet monthly activity and conversion targets while maintaining regulatory compliance.

Requirements

• Must be authorized to work in the U.S. without sponsorship.
• Bachelor’s degree in Business, Finance, Economics, or equivalent experience.
• FINRA Series 7, 63, and 65 (or 66) required or ability to obtain within 90 days.
• Strong communication and interpersonal skills.
• Comfort with CRM systems and financial planning technology.
• Must provide reliable high-speed internet with a wired connection for remote work.

Nice to have

• State life and health insurance license.
• 1–2 years of experience in financial services, sales, or customer service.
• Exposure to advisory or wealth management roles.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with up to 6% company matching.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, company holidays, and floating holidays.
• Paid volunteer time and leave of absence programs including parental leave.