Pay: $60,000 to $80,000 a year, plus equity, a possible bonus, medical, dental, vision, 401(k), generous time off, and parental leave Type: Full-time. Email and phone support Schedule: Not listed Where: Remote, anywhere in the US (company is based in Palo Alto, CA) Education: Bachelor's degree Experience: 1+ year in retail banking, wealth management, asset management, or fintech. Series 7 and 66 licenses preferred, or you must get them within 3 months of starting What you'll do: Help Wealthfront clients with questions about their investing and cash accounts by email and phone, show them how to use the app's tools, and work with the operations team to fix account issues. Apply: https://jobs.lever.co/wealthfront/35cbe2ef-d92b-40cf-84c2-c51d8647782c Company site: https://www.wealthfront.com Tip: Bank tellers and branch staff ready for a step up, this is a great move. You don't need your Series 7 and 66 on day one, but say you're ready to study for them. Show how you explain money topics in plain, simple words. Want your resume tailored to this job? Reply Resume below.