[Remote] Head of Advisory at Earnest

Remote

Earnest Logo
$175,000 – $250,000Compensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Fintech, Wealth Management, Tax ServicesIndustries

Requirements

The ideal candidate possesses over 15 years of leadership experience in advisory services, wealth management, tax, or financial planning, with a proven track record of scaling multi-disciplinary teams. Experience in roll-up or large enterprise environments and a strong understanding of financial services for physicians and dentists are essential. A purpose-driven mindset and a focus on long-term equity value are also required.

Responsibilities

The Head of Advisory Services will shape and scale Earned's multidisciplinary advisory platform, defining strategy and execution roadmaps for wealth, tax, and planning services. This role involves designing team structures, compensation models, and performance frameworks to enable scale while maintaining service quality. Responsibilities include leading cross-functional teams, driving integration of new service lines or acquired teams, and recruiting, retaining, and developing high-performing talent. The Head of Advisory will also collaborate with the leadership team on growth initiatives, represent the advisory platform in board and investor discussions, and instill operational rigor to ensure business outcomes align with long-term value creation.

Skills

Wealth Management
Tax Planning
Financial Strategy
Team Leadership
Strategic Planning
Operational Excellence
Client Relationship Management
Financial Services
M&A Strategy

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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