
11 - 50 employees
💼 Consulting
⚖️ Legal
💸 Finance
Consulting • Legal • Finance
Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
📡 We watch Wealth's careers page
Several times a day
how often we check
7
roles posted in the last 30 days
Selected: 🆕 Date Added.
🕒 July 30
Client Support Associate delivering customer service via multiple channels for estate planning product. Responding to client inquiries and improving AI support systems in a dynamic startup environment.
🇺🇸 United States – Remote
💵 $30 - $38 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
📁 Client Services
🦅 H1B Visa Sponsor
👻 Ghost score 12%
🕒 June 16
Business Development Representative managing inbound and outbound leads for Wealth.com. Collaborating with Sales and Product teams to drive growth in the wealth management sector.
🇺🇸 United States – Remote
💵 $34 - $43 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
🦅 H1B Visa Sponsor
👻 Ghost score 23%