Seek personal finance experts to help design and train the next generation of autonomous agents.
Apply your expertise in tax, investments, financial planning, estate, debt, or equity compensation.
Work on a flexible schedule from anywhere with no guaranteed volume of tasks.
This company helps the world’s most innovative companies improve their AI models by providing human feedback. It offers a flexible, remote working environment.
Lead relationship development with professional fiduciaries across California to drive growth and scale.
Provide investment consultations, platform demos, and quarterly reviews to fiduciary clients.
Develop investment recommendations and represent True Link at PFAC conferences and events.
True Link Financial is a profitable, mission-driven fintech company building financial solutions for underserved populations including people with disabilities and older adults. The company has been recognized on the Forbes Fintech 50 and Inc. 5000 list, operating with startup pace and financial services rigor.
Run the founder's office across the group: own operating rhythm, decision memos, and execute orphan workstreams.
Run hiring with our recruiter, close loops with senior stakeholders, and remove operating admin.
Direct an AI operating layer daily, working alongside co-founders, investors, and advisers.
All Cares is a founder-led group of B2B software companies serving the private wealth and governance world, with products for compliance automation and board governance. The team is small, distributed across several countries, and runs on an AI-first operating layer with a culture of humility, pace, and autonomy.
Manage and grow a portfolio of high-value accounts, developing tailored strategies to help clients achieve their goals.
Take ownership of clients throughout all phases of their relationship, including deployment, launch, optimization, expansion, and renewal.
Proactively problem solve, identify growth opportunities, and collaborate cross-functionally to deliver customized solutions.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs launch consumer credit and identity monitoring products. As a remote-first company, it focuses on providing opportunities for high-performing individuals to have deep impact in the fast-growing fintech space.
Own and grow a portfolio of enterprise customers and prospects, winning new logos while expanding and renewing existing relationships.
Lead complex evaluations across executive, advisor, technology, compliance, InfoSec, vendor-risk, and AI governance stakeholders.
Partner with customer success and executive sponsors on business reviews, ROI checkpoints, and renewal strategy.
Vanilla is the first AI-powered estate advisory platform that unifies scenario modeling, client visualization, and document creation for wealth transfer. The company is a distributed startup with a mix of fully remote and hybrid roles, built by a team of curious builders and problem-solvers who thrive on speed, autonomy, and impact.
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Review and optimize financial plans for high-net-worth clients, primarily in the $1M–$3M range.
Identify applicable tax planning strategies and maximize incremental tax value across client financial plans.
Act as an internal tax strategy resource, developing and evaluating complex tax planning opportunities.
This role is posted by Jobgether on behalf of a partner company. They are a tech-enabled, AI-forward wealth management firm focused on high-net-worth clients in Canada, with a remote-first culture and a collaborative, client-first environment.
Deliver personalized financial advice to retirement plan participants on financial health and retirement readiness.
Use proprietary tools to develop tailored investment and retirement strategies and implement actionable plans.
Lead virtual and in-person education sessions and document interactions in Salesforce.
Empower is a financial services company that helps individuals achieve financial freedom through retirement planning, investment management, and personalized advice. The company fosters a flexible, inclusive culture that encourages internal mobility, well-being, and community involvement.
Work directly with clients who have requested help understanding their financial protection options.
Guide families through a simple enrollment process and build long-term client portfolios.
Receive pre-qualified inbound leads and step-by-step training with no cold outreach required.
We are a third-party recruiting firm that connects individuals with opportunities to help families understand their financial protection options. We offer a remote work environment with performance-based income and ongoing mentorship.
Run a simple enrollment flow and build/service a client list
Global Elite Empire Consultants is a remote financial-services company focused on helping families with protection options through warm leads and a structured training system. The culture emphasizes self-starters, ongoing mentorship, and a performance-driven environment.
Provide timely, business-grounded guidance on legal and regulatory implications of new features and product lines, including AI tools, ETFs, and research products.
Advise on federal and state securities laws, especially the Investment Advisers Act, and draft/facilitate regulatory documents.
Partner with cross-functional teams to develop compliance programs, draft legal disclosures, and manage risk in marketing and member-facing communications.
The Motley Fool is a purpose-driven financial services company on a mission to make the world smarter, happier, and richer. For 30 years, we've been helping people make better investment decisions through transparency, education, and Foolish fun, with a fast-moving, collaborative team that values high-quality work and curiosity.
Lead complex client relationships and develop wealth strategies for high-net-worth clients.
Apply advanced fiduciary judgment and coordinate with legal, tax, and investment specialists.
Mentor junior advisors and contribute to business development through community relationships.
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.
Talk to warm leads who have already raised their hand.
Receive training before you are expected to perform.
Build a leadership track as a high performer.
Global Elite Empire Consultants is a financial-services company helping families protect their income and future. The company offers structured days, coaching, and a clear leadership track for high performers.
Provide remote financial guidance to employees across the Nordic region, focusing on high-net-worth clients.
Advise on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer.
Support client engagement through webinars, benefit enrollment, and content creation.
LearnLux is the leading global provider of workplace financial wellbeing, offering fiduciary digital planning and access to Certified Financial Planner™ professionals. We are a venture-backed Series B company serving large global companies, with a culture that values high quality, ownership, and solving new problems.
Work directly with the founder on launching new companies and driving workstreams for existing ones.
Own delegated projects across go-to-market, operations, finance, and hiring.
Build and run AI agents and automations to streamline operations.
We are an investment firm and company builder that incubates companies from scratch and invests in technology startups. We run our firm like a product with a very small team that leverages AI agents and automated workflows.
Conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
Educate prospects on advanced retirement tax planning and Roth conversion strategies.
Guide qualified prospects to enrollment while managing follow-up and CRM documentation.
Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.
Remote financial-services role with structured days and warm-lead conversations.
Coaching and training provided before you are expected to perform.
High performers have a clear path to a leadership track.
Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.
Own WealthComply's product end-to-end: customers, requirements, roadmap, and outcomes.
Write detailed requirements for engineers and AI coding agents, deciding what ships and in what order.
Run daily standups, own release readiness, and turn customer signals into roadmap decisions.
All Cares is a small group of companies building software for private wealth and governance, including WealthComply for FATCA/CRS compliance and MinuteMaster for board governance. The team is intentionally small and autonomous, with a remote-first culture and hands-on ownership across products.
Speak with clients who have requested help understanding their financial protection options.
Guide families through a simple enrollment process and build long-term relationships.
Enjoy a flexible remote work environment with pre-qualified leads and ongoing support.
Global Elite Empire Consultants is a third-party recruiter connecting individuals with financial protection options. They offer a fully remote work environment with a focus on mentorship and flexible schedules.
Own the Commercial SMB business end to end, managing accounts, cases, outreach, and retention.
Build a proactive success model that catches risk early and drives onboarding and expansion using AI.
Lead the AI agent rollout for SMB, designing and testing agents with the AI team.
Wrapbook is the AI platform for production finance, built for feature films, TV, and commercials. With backing from investors like Andreessen Horowitz and a team of 350+, it uses AI to transform finance workflows.