Responsibilities:
- Provide exceptional customer service through email and phone communication
- Help our clients use our product better through online tools and resources
- Work with our operations teams to resolve client issues
- Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
- Assess client information and approve fund transfers
- Assist clients in understanding asset allocation and explain investment risk profiles
- Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions.
Requirements:
- Bachelor’s degree; 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
- Experience in a client facing role is preferred
- Strong communication skills; able to explain complicated concepts to clients as well as team members
- Able to partner with multiple stakeholders, including other teams and senior executives
- Comfortable with being independent and learning new concepts quickly
- Excited about our mission statement
- Passion for delighting clients
- Series 7 and 66 preferred (or must be obtained within 3 months of joining)
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory industry when we pioneered automated investing in 2011. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including:
•A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• Multiple automated investing portfolios managed for you and tailored for long-term wealth building across various financial needs, including general investing, retirement, family wealth management, and more. Our taxable investing accounts are designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.
• A zero-commission Brokerage Account with 8000+ stocks and ETFs that’s designed to give DIY investors an incredibly easy way to get started investing. Plus, with our Cash Account, they can earn a high yield (from program banks) until the minute they’re ready to invest.
• A digital-first mortgage experience designed to reduce costs, remove unnecessary friction, and aim to offer rates consistently below the national average.
Our award-winning products have attracted over 1.5 million funded clients who trust us with more than $100 billion of their hard earned savings on our platform—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!
For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures:
The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. References to the APY for the Cash Account are to the APY paid by insured depository institutions that participate in our Cash Sweep Program (the "Program Banks”). Wealthfront Brokerage sweeps cash balances to Program Banks, where it earns the variable APY. Wealthfront Brokerage partners with Green Dot Bank, Member FDIC, to offer certain checking features for the Cash Account. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more. Wealthfront Brokerage and Wealthfront Advisers are not affiliated with Green Dot Bank or UMB Bank. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Brokerage Account is a self-directed brokerage account offered by Wealthfront Brokerage LLC, Member of FINRA/SIPC. Clients are responsible for evaluating their investment opportunities and risks and making investment decisions. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser.
By “award-winning products”, please refer to wealthfront.com for more information. References to “Total Platform Assets” and “Funded Clients” include clients with assets in products offered by both Wealthfront Advisers and Wealthfront Brokerage. These figures are as of August 31, 2026. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
Skills Required
- Bachelor’s degree
- At least 1 year of experience in retail banking, wealth management, asset management, or fintech
- Strong communication skills and ability to explain complicated concepts clearly
- Ability to partner with multiple stakeholders, including senior executives
- Ability to work independently and learn new concepts quickly
- Series 7 and Series 66 licenses, or ability to obtain them within 3 months of joining
What We Do
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love. Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia. Want to help us re-architect the financial industry?
