Conduct financial planning conversations with individuals, families, and business owners.
Help clients create a roadmap to achieve short-term and long-term financial goals.
Utilize provided training to learn about retirement planning, wealth accumulation, college planning, investments, and insurance.
Traction Forge Financial partners with top Fortune 500 companies to provide complimentary financial planning services. They offer an entry-level training program for financial professionals with potential for management roles.
Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
Mariner empowers individuals to build secure financial futures through retirement plan services and advisory support. The firm offers a collaborative culture that fosters teamwork, professional growth, and work-life balance.
Deliver personalized financial planning to UK expats and other globally mobile clients.
Advise on retirement income strategies, savings/investments, legacy planning, and portable protection solutions.
Build long-term client relationships across borders and contribute to shaping our service model.
We are a boutique independent advisory practice preparing for launch, dedicated to providing genuine human financial advice for UK expats and globally mobile professionals. We are a small founding team aiming to build a trust-based firm, not a mass-market operation.
You will challenge advanced Danish language models on grammar, syntax, and pragmatics, documenting failure modes.
You will converse with the model on language scenarios, capture error traces, and suggest improvements.
You need a master's or PhD in Danish language or linguistics and clear communication skills.
Project Sweden is an AI training company focused on refining large language models through expert linguistic input. As a contractor role, there are no company-sponsored benefits, and you will work remotely on a freelance basis.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Oversee financial transactions and ensure compliance with local and international tax regulations.
Prepare monthly, quarterly, and annual financial reports for management and external stakeholders.
Collaborate with the finance team and external advisors to maintain accurate accounting records and support audits.
Doonails is a fast-growing beauty startup that revolutionizes manicure by bringing studio-quality products home. With a strong online community and retail partners, the company offers a remote-first culture with opportunities for growth and ownership.
Act as a first point of contact for clients across calls, email, and live chat, resolving queries promptly and accurately.
Serve as the dedicated support contact for high-net-worth clients, guiding them through onboarding from account opening to first investment.
Support clients in Arabic and English with clear, professional, and culturally attuned communication.
Wahed is a global fintech company on a mission to build an ethical, interest-free financial system. They have offices across the globe and are driven to empower people through finance.
Analyze and assess personal financial scenarios to ensure accurate AI evaluation.
Design realistic financial advising prompts and develop structured rubrics for AI output.
Provide detailed feedback on AI-generated recommendations to improve financial reasoning.
Our client is a rapidly growing, venture-backed AI company building next-generation intelligent systems. Backed by over $40 million in funding and a global network of experts, they provide human intelligence infrastructure for the AI economy.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Conduct financial modeling, forecasting, and variance analysis to evaluate business performance.
Support strategic planning initiatives and collaborate with cross-functional teams to align financial objectives.
Prepare financial reports, dashboards, and presentations for leadership and stakeholders.
The partner company specializes in financial strategy and analysis, supporting business growth through data-driven insights. It operates a remote-first, collaborative culture with a focus on innovation and teamwork.
Take ownership of building Emburse's footprint in the Nordic market through prospecting, lead generation, and closing complex enterprise deals.
Craft and execute tailored sales strategies, collaborating with cross-functional teams to deliver compelling presentations and proposals.
Navigate high-value negotiations and work with sales, legal, and finance teams to finalize contracts swiftly.
Emburse is a leader in AI-powered travel and expense solutions, helping organizations modernize financial operations and optimize spend. They serve over 12 million users across 120 countries and foster an inclusive, collaborative culture with competitive pay and flexible work.
Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a coast-to-coast network of 19 leading firms.
Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Conduct keyword research and optimize content for Danish markets.
Perform metadata and on-page optimization, including keyword translation.
Handle data analysis and SEO copywriting using tools like Google Analytics and SEMrush.
Adapt, a Welo Global brand, is an international digital performance marketing agency focused on driving digital content success across platforms and markets. With a collaborative and inclusive environment, they celebrate diversity and offer career opportunities, training, and flexibility.
Lead financial modeling, forecasting, and strategic planning to support growth and scalability.
Oversee budgeting, inventory accounting, and financial controls to ensure transparency.
Partner with executive leadership to drive key business decisions and long-term financial health.
This company is a fast-growing, consumer-focused digital business. It operates in a remote-first environment with a focus on financial transparency and control.
Serve as the primary financial advisor to clients, leading review meetings and providing insights on KPIs, forecasts, and budgets.
Oversee complex accounting matters, ensuring accuracy and compliance across client engagements.
Partner with internal accounting teams to deliver timely financial reporting and drive process improvements.
The partner company offers fractional controller and advisory services to small and mid-sized businesses. It is a remote-first organization with a collaborative culture that emphasizes learning and development.
Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.
AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.