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Financial Advisor Concierge

Product | New York, NY | Full Time

Job Description

SmartAsset is the web’s premier destination for financial advice, reaching more than 35 million people per month and growing quickly.  As the Financial Advisor Concierge, you will help us build the web's largest platform connecting Financial Advisors to Investors.

You will be the first point of contact for SmartAsset users looking to speak with Financial Advisors, ensuring that users and Advisors are able to connect. The ability to connect users with Advisors is critical to the success of our Financial Advisor business, and you will play a substantial role in driving that success.

SmartAsset is a venture backed, Y Combinator Company. We are a consumer advocate, providing automated personal finance advice and recommending specific strategies to help people make smarter decisions with their money. We have been featured in hundreds of publications, including the New York Times, TechCrunch, Fast Company, and U.S. News & World Report.

The position will be based in our NYC Headquarters.


  • Ensuring the success of our Financial Advisor partners

  • Guiding SmartAsset users through the process of matching and meeting with Financial Advisors

  • Speaking directly with users who indicate they want to speak with Financial Advisors
  • Learning about user needs and communicating them to Financial Advisors

  • Building on existing Financial Advisor relationships

  • Providing valuable investor and Financial Advisor feedback to the product team

  • Managing internal CRM and certain other administrative tasks

Candidates should be/have:

  • Strong communication skills and a great phone presence

  • Ability to learn, quickly adapt based on user and business needs

  • Comfortable in the fast-paced, high growth environment of a startup

  • Organized, detail-oriented, and excellent time-management skills

  • Past experience in customer services strongly preferred

We offer highly competitive compensation, including equity, with upside for high performers.  Comprehensive benefits and a collaborative workspace environment