Customer Support Specialist, Licensed Support at Betterment

You're an experienced customer support professional with a FINRA Series 65 or 66 license, ready to provide licensed financial guidance to high-value clients. Yo

Work type: onsite

Location: Betterment HQ - New York City

Salary: $54,000 – $65,000/yr

Type: Full-time

You're an experienced customer support professional with a FINRA Series 65 or 66 license, ready to provide licensed financial guidance to high-value clients. You have 2-4 years of experience in a financial services support role and can clearly explain complex financial topics. **What makes it worth a look...** Betterment, a tech-driven financial services company, is offering a full-time, on-site role in New York City with a salary range of $54,000 - $65,000 per year. They provide a competitive benefits package including equity and a 401(k) with employer match. **You might be a good fit if you...** * Hold an active FINRA Series 65 or Series 66 license. * Have 2-4 years of direct support experience in financial services. * Understand investment products, retirement strategies, and advisory principles. * Are comfortable navigating multiple systems in a fast-paced environment.

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