Financial Advisor
Motley FoolSalary not specified
- Full Time
- Entry Level & New Grad
$75,000 – $85,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Position Overview
- Location Type: Remote
- Job Type: Full-Time
- Salary: $75K - $85K
Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. We are a rapidly scaling company backed by leading investors and focused on redefining financial services for medical professionals. We are seeking a dynamic Associate Wealth Advisor to join the Client Services Team. This role provides an opportunity to apprentice with a top senior wealth advisor and gain valuable experience in a fast-paced, innovative wealth management business. The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice and will gain experience in developing a career in wealth management. This role initially will not have an individual client practice but offers a pathway to a Wealth Advisor role overseeing an individual client practice. We separate sales and service roles, allowing the advisory team to focus on exceptional client service.
Requirements
- (Details are missing in the provided text)
Responsibilities
- Assist the advisory team as they meet with clients.
- Understand clients’ overall financial needs.
- Identify value-added services the advisory team can provide.
- Help develop clients’ financial plans.
- Implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory.
- Report directly to a Senior Wealth Advisor.
Company Information
- About Earned Wealth: A tax-smart financial services firm serving doctors, their families, and their practices.
- Funding: $200M
- Investors: Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital
- Approach: Technology-driven, fiduciary experts, modern tax-smart tools, iOS app.
- Goal: To be the only financial partner doctors need.
- Focus: Disrupting incumbents in the financial services industry.
Skills
Financial Planning
Client Service
Wealth Management
Tax Strategies
Estate Planning
Investment Strategies
Insurance
Cash and Debt Management
Team Collaboration
Tech-Savvy
Earnest
Provides low-interest student and personal loans
About Earnest
Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.
San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees