Licensed Financial Advisor

SigFig

Licensed Financial Advisor at Tandems in the Customer Success Team supporting direct-to-consumer clients. Providing investment advice and leveraging software solutions for B2B product development.

Posted 5/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve the investment advisory needs of clients in our direct-to-consumer business
Build relationships with D2C clients directly and provide product feedback
Train and coach advisors leveraging our platform through the B2B business
Manage a client book of business and deploy proactive relationship-building strategies
Collaborate with Product and Engineering teams by providing ongoing feedback

Requirements

What you’ll need

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 is 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 roles involving learning and development or strategic initiatives is a plus

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial advisingrelationship managementclient book managementproduct feedbacklearning and developmentstrategic initiatives

Soft Skills

communicationinterpersonal skillsproblem-solvingattention to detailability to work in a fast-paced environment

Certifications

Series 65Series 66