Associate Wealth Advisor
Earnest$75,000 - $85,000/year
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FinTechIndustries
Requirements
- Level 4 qualified (minimum) with a strong track record of advising clients
- Deep knowledge of UK financial planning frameworks and FCA standards
- Passion for giving great advice and making it accessible to more people
- Tech-friendly and excited about hybrid models (human + AI support)
- Collaborative, client-first, and motivated by impact over ego
Responsibilities
- Deliver personal, compliant, and milestone-based financial advice to Clove clients
- Build trusted, long-term relationships with ambitious professionals
- Use Clove’s tools to work efficiently, leaving more time for clients
- Contribute feedback to improve our planning frameworks and technology
- Help shape the culture and standards of advice at Clove from day one
Skills
Financial Planning
FCA Compliance
Client Advising
UK Financial Frameworks
Relationship Management
Tech Integration
Compliant Advice
Milestone-based Planning
Close
CRM platform for startups and SMBs
About Close
Close provides a customer relationship management (CRM) platform tailored for startups and small to medium-sized businesses (SMBs). The platform enhances communication and minimizes manual data entry, allowing sales representatives to work more efficiently. Close's features include a user-friendly interface and automation tools that aim to double the productivity of sales teams. Unlike many competitors, Close operates on a subscription-based model and is a bootstrapped, profitable company with a fully remote team of around 90 employees. The company prioritizes autonomy and asynchronous communication, enabling team members to work from anywhere. Close's goal is to create a desirable work environment while maintaining transparency and investing in team growth, all while focusing on productivity and quality without micromanagement.
Toronto, CanadaHeadquarters
2013Year Founded
$243.2KTotal Funding
SEEDCompany Stage
Enterprise SoftwareIndustries
51-200Employees
Benefits
PTO
Family leave
Medical, dental, & vision coverage
401k with 6% match
Company goal-based bonus
Coworking stipend
Paid 4-week sabbatical
Flexible working hours
Risks
Emerging competitors like Celestia could threaten Close's market position.
Innovative platforms like Loft may raise CRM expectations in related industries.
Diversification trends in adjacent markets may pressure Close to expand offerings.
Differentiation
Close offers a user-friendly interface focused on sales productivity and automation.
The company operates with a 100% remote team, emphasizing asynchronous communication.
Close is bootstrapped and profitable, maintaining autonomy and transparency in operations.
Upsides
Increased CRM adoption due to remote work trends benefits Close's market position.
AI-driven automation tools align with Close's focus on reducing manual data entry.
The CRM market's projected growth offers significant opportunities for Close.
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