Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (three days/ week in-office).
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. You appreciate going above and beyond the call of duty to delight and take pride in acting within a fiduciary capacity at all times. You’re highly efficient and thrive in a fast-paced environment while maintaining a commitment to quality and a positive client experience.
You’ll 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 Betterment’s 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
- Conducting 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
- Guiding customers in leveraging our tools and strategies to strengthen client relationships, drive product adoption, and explore financial planning solutions
- Delivering an above-and-beyond customer experience through multiple channels including phone, email, and screen share
- Troubleshooting customer issues and concerns, investigating why they happened, and communicating with multiple partner teams to find rapid resolutions
- Consistently finding ways to improve our team’s communications, and further understand and define our target customer for outreach
- Sharing 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
- 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
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 ourselves—and we won’t stop until we reach them. We don’t 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.
We invest in you with:
- A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
- Flexible paid time off (and encouragement to use it!)
- Meaningful opportunity for community building through our 7 Employee Resource Groups
- Empowerment to own and lead change and affect the business
- Dedicated professional development opportunities
- Lunch from our in-house chef three days a week at our NYC headquarters
What happens next
We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
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.
E-Verify Statement
Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
E-Verify Notice
E-Verify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)
CPRA Language - CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email [email protected].
What We Do
Betterment is the largest independent digital investment advisor in the U.S., offering investing and retirement solutions alongside their everyday services for spending and saving. Using cutting-edge technology, expert advice, automated money management tools, and tax-smart strategies, they empower hundreds of thousands of customers to manage their money—for today, tomorrow, and someday.
Why Work With Us
At Betterment, we revolutionize the way people manage their money through innovative technology and personalized guidance. With a culture of empowerment, endless growth opportunities, and focus on a well-balanced life, working at Betterment means being part of our mission of making people’s lives better.
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