Serve as primary point of contact for 100–125 affluent households, handling service requests, account updates, money movement, and day-to-day questions
Job Summary
Serve as primary point of contact for 100–125 affluent households, handling service requests, account updates, money movement, and day-to-day questions.
Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies, owning the full client meeting cycle.
Receive a competitive compensation package, work alongside bright minds in fintech, and have ground-floor opportunity at a fast-scaling startup with full health benefits and unlimited PTO.
Matching Summary
Serve as primary point of contact for 100–125 affluent households, handling service requests, account updates, money movement, and day-to-day questions.