Our mission is pretty simple: we believe that everyone deserves access to sophisticated financial advice. Over the past five years, Wealthfront has built a technology company focused on re-architecting the finance industry, and along the way we’ve created a new category known as automated investment services (aka ‘robo-advisors’, but truth be told we’re fairly light on robots). What that actually means is we build software that enables us to democratize access to services typically reserved for the ultra-wealthy, and through automation we can deliver those services to investors at an incredibly low cost. And it’s working; we have clients across the country who trust us with nearly $6.5 billion in assets -- and we’re just getting started!
Are you interested in joining the Client Services team dedicated to continuously improving the experience of online investing via Wealthfront's automated investment service? Client Services is a division of Wealthfront Brokerage, and is responsible for all client communication including client phone calls, client emails and brokerage operations. The Client Services team works closely with all other divisions of Wealthfront Inc., including the engineering and product teams to provide the best client experience possible. All Client Services team members are series 7 registered.
- Learn Wealthfront's service in detail, including our investment methodology and tax-loss harvesting service
- Answer client phone calls and respond to client emails across a wide range of topics as it relates to our service
- Work effectively with our brokerage operations, engineering and product teams for improvements to our service
- Series 7, 63 and 99 licenses (or ability to obtain licenses within 90 Days)
- A positive attitude, strong teamwork skills and a belief in passive investing
- Excellent verbal and written communication skills
- Appreciation for compliance and adherence to government regulations
- At least 6 months of brokerage experience in a client facing role is a plus
- Bachelor's degree
More About Wealthfront:
Wealthfront is the only robo-advisor to offer both investment management and financial planning exclusively through software. Because of this approach, we've quickly become the automated advisor of choice among young people. Anyone can open a Wealthfront investment account with $500 to access a unique Passive+ investment strategy that includes a combination of a diversified portfolio of ETFs and tax minimization strategies. All clients receive financial planning through the service, Path, at no additional cost. Wealthfront does not charge management fees on the first $10,000 and for amounts above that the annual management fee is 0.25% - a fraction of what financial advisors charge. Wealthfront's strategy is to take high end financial services that are reserved for those who have millions of dollars and deliver them to young consumers through software. The majority of Wealthfront clients are in their 30s and 40s and have less than $1 million to invest. Wealthfront was founded by Andy Rachleff and Dan Carroll, who launched the service in December 2011. Wealthfront has raised over $129 million in funding from Benchmark Capital, DAG Ventures, Dragoneer Investment Group, Greylock Partners, Index Ventures, Ribbit Capital, Social + Capital and Spark Capital, and is based in Redwood City, CA. For more information please visit www.wealthfront.com.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.