Lead enrollment and education sessions for client employees on retirement plans.
Meet one-on-one with participants to advise on contributions, investments, and rollovers.
Build and maintain participant education materials and support the investment team.
Basic Capital is a fintech company disrupting America's retirement industry by building innovative products to make wealth accessible. Backed by top investors and led by leaders from Goldman Sachs and Uber, we're a lean, high-performance team committed to reducing wealth inequality.
Deliver accurate financial reports including budgeting, tax documents, and month-end close.
Analyze financial data and prepare reports on key metrics like profitability and cash flow.
Oversee accounts payable/receivable functions and support development of scalable financial processes.
Fliff is a social gaming platform that offers rewards-driven entertainment spanning sports, casino, predictions, and collectibles. As a multinational company with offices in Philadelphia, New York, Austin, and Sofia, Fliff fosters a welcoming and friendly close-knit team culture.
Conducting video consultations to collect customer information and deliver personalised financial advice.
Reviewing engine-generated advice plans for suitability and handling escalated cases from support.
Collaborating with paraplanners and contributing to team learning sessions to improve advice quality.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, and financial advice. The company fosters a collaborative and inclusive culture, with a focus on innovation, customer outcomes, and employee growth.
Support annual planning, quarterly forecasting, monthly close, and expense reporting cycles.
Partner with budget owners to coordinate annual-plan inputs, assumptions, reviews, and updates.
Maintain forecast inputs across departments covering headcount, vendors, compensation, software, facilities, travel, and health benefits.
Included Health delivers integrated virtual care and navigation, aiming to raise healthcare standards for everyone. It is a growing company with a remote-first culture, offering comprehensive benefits and equal opportunity employment.
Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license.
Escalate to the advisors when it matters and follow through until it's resolved.
Partner with client experience and operations teams to keep onboarding, account changes, and service requests moving.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver comprehensive wealth management. Backed by top-tier venture capital, it fosters a collaborative team of passionate entrepreneurs.
Manage an established client bank of £60M AUM across 110 households.
Deliver holistic financial planning across pensions, investments, protection, tax and retirement strategies.
Collaborate with Titan teams and external partners to deliver integrated solutions and drive growth.
Titan Wealth is a fast-growing wealth management business providing advice-led services in the UK and internationally. It offers a dynamic, collaborative environment where individual and team initiative is encouraged to deliver long-term client outcomes.
Support a U.S. wealth management firm by turning client data into accurate eMoney plans.
Build initial planning scenarios and keep every household consistent and complete.
Work independently with strict confidentiality and report progress to the advisory team.
Cloud Accountant Staffing partners high-performing U.S. firms with offshore talent for career-level opportunities. It offers a collaborative culture that supports professional growth.
Build and manage a planning-led client book covering pensions, investments, and tax.
Work fully remotely from the UK using the firm's existing infrastructure and investment panel.
Retain your current ongoing fee basis while benefiting from in-house specialists and a defined exit route.
A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.