4 days onsite (hybrid arrangement with no required office days during summer and winter holidays)
Active finra series 65 or 66 license
2-4 years financial services support experience
Ability to explain complex financial concepts clearly
Betterment at Work is seeking a Customer Support Specialist, Licensed Support, to join their Human Advice team in New York City. The ideal candidate will have a FINRA license and experience in financial services, providing personalized support to clients on their wealth management journey
Job Summary
This role involves delivering exceptional, personalized financial guidance to high-value clients via phone and email.
The position requires maintaining compliance with financial advice standards while helping clients navigate investment products and retirement strategies.
Betterment offers a competitive equity package, comprehensive health benefits, and generous paid time off to its employees.
Matching Summary
Match Score: 85
Betterment at Work is seeking a Customer Support Specialist, Licensed Support, to join their Human Advice team in New York City. The ideal candidate will have a FINRA license and experience in financial services, providing personalized support to clients on their wealth management journey.