Member Experience Specialist Service

The company was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows the company to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

At the company, we are revolutionizing financial planning by putting our members at the heart of everything we do. We are seeking a Member Experience Service Specialist who thrives on complex problem-solving—someone who can seamlessly transform product, service, and billing inquiries into moments of delight and resolution.

In this role, you are the voice and face of the company. You will spend your day engaging deeply with our members via phone, email, and Zoom, acting as their dedicated guide through platform navigation, billing structures, and investment support workflows. You won’t just be closing tickets; you’ll be building trust, providing "white-glove" technical walkthroughs, and ensuring every member feels confident navigating their financial future.

Your Day-To-Day Responsibilities

• High-Touch Member Support: Serve as the frontline expert, providing high-energy, professional, and empathetic support across phone, email, chat, and live video (Zoom).

• Communication Excellence: Masterfully manage a high volume of member inquiries with a strict focus on responsiveness, clarity, and "closing the loop" on every single interaction.

• Frictionless Scheduling: Strategically optimize your calendar to maximize availability for live member calls, ensuring a seamless booking experience for those who need immediate help.

• The "Voice of the Member": Actively document common user pain points discovered during live interactions, partnering with our Product and Engineering teams to solve issues at the root.

• Service Recovery: Proactively reach out to members who have reported less-than-ideal experiences (low CSAT/NPS) to actively listen, learn, and turn their experience around.

Requirements

• Support Expertise: 2–3 years of experience managing a high-volume queue in a client-facing support role (via Phone, Zoom, and Email).

• Experience working with a Registered Investment Advisor (RIA), Broker-Dealer, or Wirehouse is preferred.

• Relationship Builder: A natural ability to build rapport quickly over the phone, putting members at ease even during complex technical or financial conversations.

• Tech-Savvy Facilitator: Confident using screen-sharing tools and modern help desk software (Salesforce Service Cloud) to diagnose digital workflows and guide members in real time.

• Financial Literacy: Ability to translate complex brokerage terminology and investment concepts into simple, actionable terms for the everyday consumer.

• Startup Stamina: A resilient, self-started mindset. You take extreme ownership of your queue and thrive in a fast-paced, fully remote environment.

Benefits

• $60,000-$75,000 base salary + bonus

• Equity

• Flexible PTO

• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by the company), life insurance options and paid parental leave

• Certification reimbursement program

• Work from anywhere in the US

The company is an independent Registered Investment Adviser (RIA) and is not a FINRA-member broker-dealer. We do not hold, sponsor, or maintain FINRA licenses (e.g., Series 7, 63, 65). Our Investment Adviser Representatives (IARs) hold professional credentials, including the CFP® designation.

*the company was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking. The company has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by the company in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; the company has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. The company’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and the company has not made any payments in offer or receipt of any reviews.