Investment Advisor Representative

| Greater NYC Area | Remote
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
About Betterment: 

Betterment is a technology-driven financial services company that offers services for spending and saving, alongside its core investing and retirement solutions. Since 2010, Betterment has had one mission: to help people make the most of their money so they can live better lives. Using cutting-edge technology, Betterment empowers its hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – through personalized, expert advice; automated money management tools; and tax-smart strategies that help keep taxes low. Learn more www.betterment.com.

About the Role:

Betterment’s mission is to empower people to do what’s best for their money so that they can live better. As an investment advisor representative on our Licensed Concierge team, you’ll 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 as their primary money manager. You appreciate going above and beyond the call of duty to delight people and take pride in acting within a fiduciary capacity at all times. 

You’ll be joining a small and scrappy team and are comfortable coming up with 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. Colorado has an annual salary of $77,000 + commissions, a competitive equity package, health, dental and vision benefits, and a 401(k) offering. This job may also be eligible for variable compensation in the form of an incentive bonus. The actual pay may be higher depending on your skills, qualifications, and experience. 

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 team’s communications and further understand and define our target customer for outreach
  • Collaborate cross functionally with stakeholders on new product or marketing initiatives for outreach opportunities
  • 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 We’re Looking For: 
  • Series 65 (or equivalent: Series 63 and Series 66 ; CFP® designation ; Series 7)
  • 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
  • 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:

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, and continuing on a journey of non-stop growth and evolution. 

You’ll join a Community that Cares: 

  • Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, and celebrations. 
  • Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, and regular knowledge sharing, all occurring in a remote friendly way.
  • Join one or more of our 8 Employee Resource Strategy Groups as a member or an ally, and help us shape Betterment’s culture and product for years to come.

You’ll stay Happy and Healthy:

  • We will ensure you're set up and cared for with a customizable workstation, enrollment in our 401(k) service, flexible parental leave, annual gym reimbursements and a whole suite of thoughtful benefits. 
  • You’ll have unlimited paid personal and vacation days, and a team that cares about your whole life, not just what you’re working on.

You’ll Learn & Grow:

  • Enhance your skills and abilities through Betterment University courses and additional allowance for outside learning. 
  • As part of a team that values knowledge sharing and transparency you can opt into mentoring and career coaching programs, weekly company meetings, and show & tells.

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to [email protected] 

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application.

Throughout the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process.

On average, it takes us around 4-6 weeks to complete the interview process. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision. 

Please note that we’re unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, and our hiring team simply doesn’t have the bandwidth to offer personalized feedback to each candidate. 

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support and advocate for you through the interview process, so please let us know how we can help. 

Come join us!

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.

#LI-Remote #BI-Remote
Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • RubyGemsLibraries
    • AngularJSFrameworks
    • DjangoFrameworks
    • Ember.jsFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • TensorFlowFrameworks
    • BootstrapFrameworks
    • CassandraDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • AirflowDatabases
    • RedshiftDatabases
    • RAnalytics
    • TableauAnalytics
    • SQLAnalytics
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WordpressCMS
    • SalesforceCRM
    • MandrillEmail

Location

We're centrally located in Manhattan right next to Madison Square Park. Enjoy all the great eats and a nice stroll around the park.

What are Betterment Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Betterment offers onsite yoga and bootcamps once a week for employees. We also have various team activities (e.g. soccer) that folks get together and play.
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Company sponsored family events
We host an annual summer trip for the entire company and bring in everyone from all our locations to hang out and play fun games (if you want).
Vacation & Time Off Benefits
Unlimited Vacation Policy
Sabbatical
Eligible employees get 31 days of paid sabbatical after their first 6 years of working at the company.
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
We provide lunch three times a week on Monday, Wednesday and Friday. Lunch is curated by our in-house chef to be both seasonal and take note of dietary restrictions.
Happy Hours
Pet Friendly
Fitness Subsidies
Betterment reimburses employees up to $900/year for fitness services.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
More Jobs at Betterment41 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Legal
Marketing
Operations
Project Mgmt
Sales
Content
Developer
new
New York
Developer
new
New York
Developer
new
New York
Developer
new
New York
Project Mgmt
new
New York
Developer
new
New York
Design + UX
new
New York
Operations
new
New York
Developer
new
New York
Operations
new
New York
Finance
new
New York
Finance
new
New York
Developer
new
New York
Operations
new
New York
Developer
new
New York
Data + Analytics
new
New York
Developer
new
New York
Developer
new
New York
Developer
new
New York
Developer
new
New York
Data + Analytics
new
New York
Marketing
new
New York
Operations
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Developer
new
New York
Data + Analytics
new
New York
Sales
new
New York
Content
new
New York
Data + Analytics
new
New York
Developer
new
New York
Operations
new
New York
Operations
new
New York
Design + UX
new
New York
Data + Analytics
new
New York
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Betterment's full profileSee more Betterment jobs