Fintech Account Executive — Close High-Value Wealth

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

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.