Full-Time

Financial Planner

Posted on 5/24/2024

Betterment

Betterment

201-500 employees

Automated investing and savings platform

Financial Services
Data & Analytics

Mid

New York, NY, USA

Requirements
  • Passion for working directly with customers
  • 2-5 years of previous experience with customer/prospect-facing meetings
  • CFP® designation
  • Highly proficient in common wealth management strategies for mass-affluent and high net worth individuals
  • Comfortable working in a team-based environment
  • Ability to build trust and communicate complex concepts clearly
  • Tech savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries (CRM, portfolio manager, and other internal tools)
  • Creative, with a breadth of interests, and an intrinsic initiative to learn new things
Responsibilities
  • Conduct personal consultations with customers in hybrid advice offerings
  • Guide customers on using tools and strategies for their personal situation
  • Deliver exceptional customer experience through phone, email, and screen share
  • Troubleshoot customer issues and communicate with multiple teams for resolutions
  • Share customer insights to improve company processes
  • Act as an external representative of the company

With a focus on democratizing investing through automated, expert-built portfolios and high-interest cash accounts, this company is an attractive place to work for those who value transparency and efficiency in financial solutions. Employees have the opportunity to contribute to cutting-edge financial tools that offer adjustable risk profiles and reward users for everyday spending, reflecting a commitment to both technological advancement and user-centric innovation in the financial industry.

Company Stage

Series F

Total Funding

$448M

Headquarters

New York, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

3%

1 year growth

10%

2 year growth

3%