Wealthfront
Client Services Representative
Palo Alto, CA (Open to US-based Remote)
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odds of building a lasting career here
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About the role
- Deposit a paycheck with Wealthfront and, with the click of a button, our clients can have us automate the rest.
- Our software can top off emergency funds, pay all of our clients' bills, and even invest the rest to help meet their goals.
- We call this future Self-Driving Money™.
Nice to have
- We started with the ambition to transform the investment advisory business.
- By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions.
Compensation
- Estimated annual salary: $60,000 - $80,000 plus equity and a discretionary bonus.
Benefits
- A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
Company info
- The traditional financial industry was not built to put the interests of clients first.
- At Wealthfront, we're committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future.
- And we don't want to stop there - our vision is to optimize our clients' money across spending, savings, and investments, putting it all to work effortlessly.
- Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7.
- The one that stands out most is that you would work for a company that actually intends to act in our clients' best financial interest and that treats clients the way we'd like to be treated.
- We always try to remove the traditional financial jargon and communicate with our clients in a clear and honest manner.
- By working at Wealthfront, you get to work at a company that doesn't require you to justify the unjustifiable, like high fees and actions that may not be in your best interest, because at Wealthfront, we put our clients' interests first.
This listing is sourced directly from Wealthfront's careers page and normalized into a canonical job model.