Licensed Client and Advisor Support Specialist

at  SigFig

LICENSED CLIENT AND ADVISOR SUPPORT SPECIALIST

Location: US Remote*
We are SigFig. We empower everyone to achieve their life goals and ambitions with intuitive and customer centric financial solutions. It takes extraordinary people to disrupt decades of legacy financial practices to reimagine solutions to serve customers at scale.
We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Whether it’s through our direct to consumer or business to consumer products through partnerships with some of the world’s largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, SigFig seeks to help consumers and institutions make better financial decisions.
We are guided by our core values: Customer Delight, Make It Happen, Think Big, and We Over Me. Read more about our core values and how we live them every day on our website here.
Headquartered in San Francisco, we have amazing talent solving interesting problems across the United States, Canada, Singapore, and India. Come thrive at SigFig!

• Minimum of 2 years of experience in a financial advisor capacity
• At least one year of experience supporting advisors in roles involving learning and development or strategic initiatives
• Active Series 65 or Series 66 license required
• Experience working in an RIA model is preferred
• Proficiency in digital wealth platforms and financial technology
• Excellent communication and interpersonal skills
• Strong problem-solving abilities and attention to detail
• Ability to work effectively in a fast-paced, dynamic environment
• Experience being a peer coach or leadership experience