Licensed Financial Advisor

Logoslabs; San Francisco (CA); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible PTO

401(k) with company match

Wellness benefits

Mobile/internet subsidy

Job summary

Tandems is recruiting a Licensed Financial Advisor to join our remote-first team. You will support both D2C clients and our B2B enterprise product roadmap, serving as a subject matter expert and trusted advisor on our software solutions.

You will train and coach advisors using our platform, build lasting client relationships, and provide proactive guidance. The role requires fiduciary standards, strong communication, and the ability to thrive in a fast-paced environment.

Qualifications

• Minimum of 4 years of experience in a financial advisor capacity.
• Active Series 65 or Series 66 license required.
• Experience working in an RIA model is preferred.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work effectively in a fast-paced, dynamic environment.
• Experience supporting advisors in roles involving learning and development or strategic initiatives is a plus.

Responsibilities

• Partner with a cross-functional team to create a best-in-class experience for D2C clients and enterprise partners
• Build and maintain strong client relationships and provide ongoing feedback on software product development
• Influence: Serve as subject matter expert across our software solutions and contribute to case studies involving the use of our platform

Skills

Series 65/66 license

Financial advisor

RIA experience

Client relationship management

Communication skills

Job description

Licensed Financial Advisor

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.

Why Work for Us

• We are 100+ employees strong and growing. Our world-class team is supported by an industry-savvy board and an executive team of diverse background and experience across financial services and technology.




• We offer competitive benefits that include Flexible PTO, Wellness benefits, Mobile/Internet subsidy, Employee Recognition Programs, and more!




• We are a remote-first company! We have regional hubs nationwide, with presence in 4 Countries: United States, Canada, India, and Singapore.




• We embrace a culture that honors and celebrates diversity of backgrounds, approaches, and experiences.




• We are guided by our core values: Customer Delight, Make It Happen, Think Big, and We Over Me. Read more about our core values and how we live them every day on our website here.

How You’ll Make an Impact

• Partner: Partner with a cross-functional team to create a best-in-class experience for D2C clients and enterprise partners




• Build: Build and maintain strong client relationships and provide ongoing feedback on software product development




• Influence: Serve as a subject matter expert across our software solutions and contribute to case studies involving the use of our platform

Ideal Person for this Role

• Minimum of 4 years of experience in a financial advisor capacity




• Active Series 65 or Series 66 license required




• Experience working in an RIA model is preferred




• Excellent communication and interpersonal skills




• Strong problem-solving abilities and attention to detail




• Ability to work effectively in a fast-paced, dynamic environment




• Experience supporting advisors in roles involving learning and development or strategic initiatives is a plus

Perks and Benefits

• Competitive benefits package




• Flexible PTO




• 401(k) with company match




• $1,000 yearly wellness benefit




• $1,000 bonus for opening a TandemsInvest managed account




• Mobile/internet subsidy