Hybrid Financial Advisor — Clear, Personal Wealth Plans

moneyboxapp; United States; Hybrid; USD 53,000 - 93,000; Full time

Job summary

Moneybox seeks a Financial Advisor to join the Advice team. You will collect customer inputs, review engine-generated plans for suitability, and clearly explain recommendations to clients. The role emphasizes building trust and delivering accessible financial guidance.

In a hybrid setup, you’ll balance customer conversations with QA reviews and escalations to ensure high-quality outcomes for a diverse customer base.

Qualifications

• Qualified Financial Advisor status or equivalent professional qualification.
• Ability to collect inputs from customers to inform advice.
• Experience reviewing engine-generated plans for accuracy and suitability.

Responsibilities

• Capture required inputs from customers to generate reliable financial plans.
• Review engine-generated advice to ensure suitability and clarity.
• Explain plans to customers and guide them on next steps.
• Handle escalations from the support team to achieve good outcomes.

Skills

Customer conversations

QA review

Escalations

Excellent communication

Job description

Moneybox seeks a Financial Advisor to join the Advice team. You will collect customer inputs, review engine-generated plans for suitability, and clearly explain recommendations to clients. The role emphasizes building trust and delivering accessible financial guidance.

In a hybrid setup, you’ll balance customer conversations with QA reviews and escalations to ensure high-quality outcomes for a diverse customer base.