Financial Advisor

2 months ago

Remote, Oregon, United States Ellevest Full time

Who We Are

Ellevest is an investing and wealth management company built by women, for women. In a sea of financial services, we stand apart with our mission to get more money in the hands of women, no matter where they're starting or how far they've come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women's longer lifespans) into account. Then we added financial planning services for Ellevest clients, plus a full-service wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran, Sallie Krawcheck. Prior to Ellevest, Krawcheck was one of the only financial executives of her generation to have held C-suite roles at the largest global banks — as CEO of Merrill Lynch, Smith Barney, US Trust, and Sanford Bernstein and as CFO of Citi. As a venture-funded business, we've beat impossibly long odds to raise $145 million in venture-capital funding (women CEOs raise $1 out of every $10,000 Series B fintech dollars). Our investors include: Rethink Impact, Venus Williams, Valerie Jarret, Pivotal Ventures, and Melinda Gates' family office.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As a Financial Advisor on the Wealth Management team, you will have the opportunity to shape a new offering for our clients, working closely with our Wealth Management and Investments teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Ellevest's investment philosophy. You believe that effective investing can be achieved by reducing costs, taxes, and risk through diversification, and not through market timing or chasing alpha. You will develop and maintain ongoing partnerships with a range of clients through regular, meaningful contact as part of our Wealth Management services offering to high net worth individuals. You will be working closely with clients to develop a customized goals-based financial plan based on their unique financial situation, and provide ongoing financial advice to help them reach their objectives.
Day-to-day you will:

  • Build, maintain and grow a book of business through dedicated relationship management and nurturing
  • Develop a thorough understanding of each of your client's needs, goals, and financial status in order to guide them based on Ellevest's investment philosophy
  • Provide and recommend strategies in a clear, supportive, and helpful manner to help clients achieve their goals over time
  • Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
  • Demonstrate exceptional client relationship management capabilities; build written and verbal plans to communicate recommended strategies to clients; set, manage, meet and exceed client expectations in order to build value in relationships over time
  • Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Ellevest and their investing strategy
  • Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
  • Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services
  • Maintain all required licenses and designations
  • Support the growth of new product offerings and team development as Ellevest scales

We're looking for:

  • 8+ years experience and demonstrated track record of success in building your own book of business in financial advisory
  • Active FINRA Series 65, and/or active CFP designation in good standing. Note: Given our status as a Registered Investment Advisor, we cannot carry FINRA Series 6, 7, 63, or 66 licenses.
  • Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of experience and knowledge
  • Intellectual curiosity, a deep desire to solve problems, and an exceptional attention to detail
  • The ability to serve as a successful and determined advocate for your clients
  • Experience relying on and adapting to new technology
  • Passion for our women-oriented mission

Ellevest's compensation framework is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective annual salary for this role is $100,000. In addition to salary, the Financial Advisor compensation plan includes a quarterly performance-based bonus structure tied to individual business development goals. Ellevest compensation offering for full-time employees will also include the following benefits: equity, 401k plan with employer contribution, medical, dental and vision health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, learning and development opportunities, financial support for accessing reproductive healthcare, free access to Ellevest digital offering and discounts on Financial Planning and Wealth Management offerings. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team.

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the United States. As a member of the team, your work will directly support our mission and benefit the lives of real women every day. We're also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more.

Do you think you could thrive in this role?

Please send us your application — even if you don't check every single box. No two people's career paths look exactly alike, and skill sets come in many different forms. We can't wait to hear about yours.

Note: Instead of a cover letter, we ask you to answer the questions at the bottom of this application.

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