Tandems - Licensed Financial Advisor

• We are 100+ employees strong and growing. Our world-class team is supported by an industry-savvy board and an executive team of diverse background and experience across financial services and technology. • We offer competitive benefits that include Flexible PTO, Wellness benefits, Mobile/Internet subsidy, Employee Recognition Programs, and more! • We are a remote-first company! We have regional hubs nationwide, with presence in 4 Countries: United States, Canada, India, and Singapore. • We embrace a culture that honors and celebrates diversity of backgrounds, approaches, and experiences. • We are guided by our core values: Customer Delight, Make It Happen, Think Big, and We Over Me. Read more about our core values and how we live them every day on our website here. • How You’ll Make an Impact • Partner: Partner with a cross-functional team to create a best-in-class experience for D2C clients and enterprise partners • Build: Build and maintain strong client relationships and provide ongoing feedback on software product development • Influence: Serve as a subject matter expert across our software solutions and contribute to case studies involving the use of our platform • Ideal Person for this Role • 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 • 401(k) with company match • $1,000 yearly wellness benefit • $1,000 bonus for opening a TandemsInvest managed account • Mobile/internet subsidy • Tandems is backed by premier venture capital firms, including Bain Capital Ventures, General Atlantic, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, and Comerica. We've raised over $100 million to support our growth as a leading technology provider to financial institutions. • San Francisco Applicants: Tandems will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance. • We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.