Licensed Financial Advisor

Licensed Financial Advisor Location: US Remote

Come thrive at Tandems! At Tandems, we’re reimagining the future of financial advice. We empower financial advisors to deliver smarter, more human guidance by combining data, empathy, and artificial intelligence. Partnering with leading financial institutions, we deploy intelligent software and AI to enhance advisor productivity and deepen client relationships - enabling firms to deliver personalized advice at unprecedented scale.

After building one of the industry’s leading Digital Wealth platforms, we’ve evolved. Today, Tandems is an AI-first company, building intelligent tools that help advisors run better meetings, anticipate client needs, and make more informed decisions. Our solutions are trusted by some of the world’s largest and most innovative financial institutions, including Wells Fargo, New York Life, Scotiabank, and Citizens.

About the Team and Opportunity

Joining the Customer Success Team as a Licensed Financial Advisor means you'll play a pivotal role in two distinct but related areas. First, you will serve the investment advisory needs of clients in our direct-to-consumer business (SigFig Wealth Management LLC). This D2C model also includes relationships where we serve as an outsourced registered investment advisor to financial institutions.   Second, by supporting our DTC business, you will utilize, and provide feedback on, the advisor tools that are deployed to financial institutions through our B2B enterprise business (Tandems). This is a unique opportunity where you will be able to both build relationships with D2C clients directly, and play an important role in providing product feedback that helps to shape  our B2B product roadmap. You will  serve as a subject matter expert on our software solutions, and will be called upon to train and coach advisors leveraging our platform through the B2B business. Our team thrives on collaboration, emphasizing teamwork, transparent communication, and collective problem-solving.

As a Licensed Financial Advisor, you'll be the frontline licensed support for our clients. You will prioritize delivering high value meetings with clients who are seeking investment advice and guidance - serving  in a fiduciary capacity following established compliance standards.  You will manage a client book of business and deploy proactive relationship building strategies to our D2C client base. You will also work closely with our Product and Engineering teams by providing ongoing feedback on our enterprise software solutions that you use daily.