About the Role
Title: Investment Advisor Representative
Location: United States
JobDescription:
About the role
Betterments mission is to empower people to do whats best for their money so that they can live better. As an Investment Advisor Representative on our Licensed Concierge team, youll be tasked with bringing this mission to life for our highest value prospects and customers. You are the primary voice of the company and relish using your financial advisory chops and industry knowledge to help individuals explore and ultimately choose Betterment. You appreciate going above and beyond the call of duty to delight and take pride in acting within a fiduciary capacity at all times. Youre highly efficient and thrive in a fast-paced environment while maintaining a commitment to quality and a positive client experience.
Youll be joining a small and scrappy team and tasked with creating creative solutions to problems to get the job done. You are interested in helping to build out and scale the Licensed Concierge offering, our product, and ultimately improve how we service our customers. At the end of the day, our team is more like an extended family, and the idea of joining a tight-knit group excites you.
This role is remote eligible. Below we’ve reflected the base salary range we would offer for this position. The actual compensation offered will be based on candidate experience and performance. The range listed is just one component of Betterments total compensation package for employees.
- $77,000 – $84,000 + Commission
We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter/parking, FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus.
A day in the life
- Conduct personal consultations with select higher balance prospects and customers who are looking to learn more about Betterment, the options available to them here, and ultimately provide guidance throughout the funding process
- Educate customers on how to use our tools and strategies to build stronger relationships and more complete product adoption
- Deliver an above-and-beyond customer experience through multiple channels including phone, email, and screen share
- Troubleshoot customer issues and concerns, investigating why they happened, and communicating with multiple partner teams to find rapid resolutions
- Consistently find ways to improve our teams communications, and further understand and define our target customer for outreach
- Share the voice of the customer to the broader company, offering insights to all areas of the business to help build a better product and improve company processes (e.g., website, FAQ, UI/UX, back office procedures, etc.)
What were looking for
- FINRA Series 65 or equivalent (Series 66 and Series 7; CFP designation)
- Prior experience working directly with customers and prospects in an investment advisory sales capacity
- Knowledge of investment products, services, and common financial advisory concepts
- Ability to read and understand complex financial documents and statements, and general knowledge of financial laws and regulations
- Excellent operational, time management, and follow-up skills
- Highly efficient with the ability to balance and prioritize various responsibilities
- Strong written and verbal communication skills with a special 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)
- A team player who is comfortable collaborating and sharing ideas
What being at Betterment means for you
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people’s lives better.
We set audacious goals
We set them for the company, our customers, and ourselvesand we wont stop until we reach them. We dont just show up; we give our all, then celebrate our wins.
We value all perspectives
When we collaborate, we’re at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.