[Remote] Wealth Advisor at Earnest

California, United States

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$125,000 – $150,000Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Skills

Key technologies and capabilities for this role

Financial PlanningClient Relationship ManagementFinancial Needs AssessmentFinancial Plan DevelopmentFinancial Plan ImplementationTax PlanningEstate PlanningInsuranceDebt ManagementTechnologyFiduciary

Questions & Answers

Common questions about this position

What is the salary range for the Wealth Advisor position?

The salary range is $125K - $150K.

Is this Wealth Advisor role remote?

Yes, this is a fully remote position.

What skills are required for the Wealth Advisor role?

Key requirements include a strong understanding of financial planning principles, excellent client relationship management skills, ability to assess clients’ overall financial needs, experience developing and implementing financial plans, comfort with technology and tax-smart tools, desire to work in a fiduciary capacity, and a team-oriented mindset.

What is the company culture like at Earned?

Earned has a team-oriented, tech-forward environment in a fast-paced, innovative wealth management business, with a focus on comprehensive wealth management and separating sales and advice roles to prioritize exceptional client service.

What makes a strong candidate for the Wealth Advisor position?

A strong candidate has a dynamic, team-oriented mindset, strong financial planning expertise, excellent client relationship skills, experience with financial plan development and implementation, comfort with technology, and a desire to work fiduciary for doctor clients.

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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