Licensed Financial Advisor

56 minutes ago
Full-time
Mid Level
Customer and Technical Support
Tandems

Tandems

Tandems, formerly known as SigFig, is an AI-native wealth operating system provider established in 2006. The company rebranded in 2025 to focus on verticalized AI tools that automate repetitive tasks for financial institutions, wealth management firms, and advisors. Tandems manages over $60 billion in assets across 2 million accounts and supports 6,000 advisors. The company offers a modular platform called WealthOS, which integrates AI with legacy systems. It emphasizes trust, configurability, accuracy, and security, ensuring compliance with regulations. Tandems provides three core AI solutions: TandemsMeet for enhancing sales and meeting effectiveness, TandemsGrow for portfolio analysis and client engagement, and TandemsInvest for automated investment management. These tools streamline workflows and improve efficiency in banking, wealth, and insurance sectors.

information technology & services
51-200
Founded 2006
$113M raised

Description

  • Serve as the licensed frontline support for clients seeking investment advice and guidance.
  • Manage a client book of business and build proactive relationships with direct-to-consumer clients.
  • Deliver high-value client meetings in a fiduciary capacity and in line with compliance standards.
  • Partner with cross-functional teams to create a best-in-class experience for clients and enterprise partners.
  • Provide ongoing feedback to Product and Engineering on enterprise software used in day-to-day work.
  • Act as a subject matter expert on the company’s software solutions.
  • Train and coach advisors who use the platform through the enterprise business.
  • Contribute to case studies involving the use of the platform.
  • Support relationships where the firm serves as an outsourced registered investment advisor to financial institutions.

Requirements

  • Minimum of 4 years of experience in a financial advisor capacity.
  • Active Series 65 or Series 66 license required.
  • Experience working in an RIA model preferred.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving abilities and attention to detail.
  • Ability to work effectively in a fast-paced, dynamic environment.
  • Experience supporting advisors in learning and development or strategic initiative roles is a plus.

Benefits

  • Competitive benefits package.
  • Flexible PTO.
  • 401(k) with company match.
  • $1,000 yearly wellness benefit.
  • $1,000 bonus for opening a TandemsInvest managed account.
  • Mobile/internet subsidy.
  • Remote-first work environment.

Interested in this position?

Apply directly on the company website

Apply Now

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