Account Executive

Frec; San Francisco, New York (CA, NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

OTE with equity

Equity package

Health and dental insurance

401k

Wellbeing stipend (fitness & mental)

Flexible PTO

Catered lunch

Job summary

Frec in San Francisco is seeking an Account Executive to own a pipeline of inbound leads and close high-value accounts. You’ll run the full sales cycle from outreach to close, delivering 4–8 product demos daily and guiding prospects through direct indexing and wealth strategies.

You will thrive in a fast-paced fintech environment, leverage relationships with Customer Success and Brokerage Operations, and contribute to a data-driven growth engine focused on customer value and retention.

Qualifications

• 3+ years of experience in a full cycle closing role with a track record of exceeding targets.
• At least 1+ year selling a high consideration product directly to consumers.
• High EQ and the ability to build trust and establish credibility quickly.
• Self-starter with autonomy and a drive to improve efficiency and customer experience.
• Series 65, 66 or similar designation strongly preferred.
• Experience at an early stage direct-to-consumer startup.
• Genuine interest in fintech, investing, and tax-efficient wealth strategies.

Responsibilities

• Manage a full pipeline from first touch to closed account
• Host 4-8 product demos per day and run effective follow-ups
• Conduct portfolio analyses to help prospects see the financial impact of direct indexing
• Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
• Collaborate closely with Customer Success, Brokerage Operations, and the rest of Frec to support full funnel continuity, upsell, retention, and a healthy product feedback loop

Skills

Full-cycle closing

Direct-to-consumer selling

High EQ

Autonomy

Series 65/66

Fintech interest

Startup experience

Job description

About Frec

Our mission is to help create enduring wealth. To do this, we don't promise shortcuts or magic strategies. We respect the realities of investing as it actually works, and challenge the long-standing assumption that returns and taxes belong in separate conversations. By building tax-aware investment tools once reserved for the ultra-wealthy, Frec empowers investors to hold onto more of what they earn.

In the last year, Frec has been growing exponentially – 50% QoQ growth with over $1B+ in customer assets. We raised our Series A with Greylock Partners and have an impressive list of other funds and angel investors backing our company. If you’re looking to join a fast-growing team with high potential, Frec could be the place for you. Learn more about Frec as a company at www.frec.com.

About the role

We’re hiring our third account executive to help fuel Frec’s next stage of growth and looking for a driven and customer focused closer to join us. You’ll own a pipeline of inbound leads and help convert new users into high value accounts. You’ll run the full sales cycle from outreach to close. You take full ownership of results and aren’t afraid to try new things to supplement your own pipeline.

This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth.

What you will do

• Manage a full pipeline from first touch to closed account
• Host 4-8 product demos per day and run effective follow-ups
• Conduct portfolio analyses to help prospects see the financial impact of direct indexing
• Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
• Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop

What you bring

• 3+ years of experience in a full cycle closing role with a track record of exceeding targets
• At least 1+ year selling a high consideration product directly to consumers
• High EQ and the ability to build trust and establish credibility quickly
• Self stater comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience
• Series 65, 66 or similar designation strongly preferred
• Experience at an early stage direct to consumer start up
• Genuine interest in fintech, investing, and tax-efficient wealth strategies

What we offer

• Competitive OTE with opportunities for over performance
• Equity package
• Fully paid health and dental insurance
• 401k
• Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health)
• Flexible PTO policy
• Friendly office environment with catered lunch everyday