Licensed Financial Advisor

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🕒 May 13

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SigFig

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

☁️ SaaS

💰 $50M Series E on 2018-06

Finance • Fintech • SaaS

SigFig is a digital wealth management company providing comprehensive digital solutions for financial institutions, wealth management firms, insurance companies, and individual investors. It offers a suite of interconnected digital wealth solutions designed to empower financial advisors and clients with personalized investment options tailored to unique financial goals. SigFig aims to streamline client onboarding, account opening, and product suitability, enhancing the efficiency of financial services across various segments. Its platform helps advisors attract new client segments, manage portfolios, and deliver client-centric services efficiently. The company's technological innovations in digital finance provide a seamless investment experience and contribute to financial wellness.

📋 Description

• Serve the investment advisory needs of clients in our direct-to-consumer business • Build relationships with D2C clients directly and provide product feedback • Train and coach advisors leveraging our platform through the B2B business • Manage a client book of business and deploy proactive relationship-building strategies • Collaborate with Product and Engineering teams by providing ongoing feedback

🎯 Requirements

• Minimum of 4 years of experience in a financial advisor capacity • Active Series 65 or Series 66 license required • Experience working in an RIA model is preferred • Excellent communication and interpersonal skills • Strong problem-solving abilities and attention to detail • Ability to work effectively in a fast-paced, dynamic environment • Experience supporting advisors in roles involving learning and development or strategic initiatives is a plus

🏖️ Benefits

• Competitive benefits package • Flexible PTO • 401(k) with company match • $1,000 yearly wellness benefit • $1,000 bonus for opening a TandemsInvest managed account • Mobile/internet subsidy