[Remote] Head of Advisory at Earnest

Remote

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$175,000 – $250,000Compensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Fintech, Wealth Management, Tax ServicesIndustries

Skills

Key technologies and capabilities for this role

Wealth ManagementTax PlanningFinancial StrategyTeam LeadershipStrategic PlanningOperational ExcellenceClient Relationship ManagementFinancial ServicesM&A Strategy

Questions & Answers

Common questions about this position

What is the salary range for the Head of Advisory position?

The salary range is $175K - $250K.

Is this role remote or does it require office work?

The position is fully remote.

What key skills and experiences are required for this role?

The role requires visionary leadership to shape and scale advisory platforms, experience scaling teams in roll-up or enterprise environments, and strong emotional intelligence to lead cross-functional teams across wealth, tax, and planning services.

What is the company culture like at Earned?

Earned cultivates a culture of performance, collaboration, and impact, while preserving culture and service quality during scaling, with a focus on purpose and long-term equity value.

What makes a strong candidate for the Head of Advisory role?

A strong candidate has experience scaling teams in roll-up or large enterprise environments, big-picture vision to shape advisory strategy across wealth, tax, and planning, and the ability to lead with emotional intelligence while driving integration and performance.

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

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Home Office Stipend

Phone/Internet Stipend

Tuition Reimbursement

Paid Vacation

Parental Leave

Company Equity

Risks

Increased competition from fintech startups could erode market share.

Rising interest rates may decrease demand for refinancing options.

Potential regulatory changes could increase operational costs.

Differentiation

Earnest uses data-driven underwriting beyond traditional credit scores.

Offers flexible repayment plans tailored to individual financial situations.

Maintains a digital-first approach for loan applications and management.

Upsides

Increased demand for digital financial services boosts Earnest's online platform.

Alternative credit scoring models support Earnest's data-driven approach.

Growing trend of student loan refinancing aligns with Earnest's core offerings.

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