Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
3 days ago
Wealth.com seeks a Senior Software Engineer to build estate planning software solutions remotely.
3 days ago
Software Engineer II at Wealth.com, designing and developing solutions for estate planning using cutting-edge technology.
3 days ago
Wealth.com seeks an Estate and Gift Tax Consultant to create scalable spreadsheet models. This contract role requires expertise in estate planning and advanced spreadsheet skills.
3 days ago
Wealth.com seeks a Software Engineer I to develop solutions for estate planning using innovative technology.
March 15
Senior sales leader role at Wealth.com; drive sales strategy and market growth.
πΊπΈ United States β Remote
π΅ $250k - $300k / year
β° Full Time
π΄ Lead
π Vice President
π¦ H1B Visa Sponsor
March 11
Join Wealth.com to develop AI-driven estate planning solutions as an Applied Scientist.
πΊπΈ United States β Remote
π΅ $180k - $215k / year
β° Full Time
π Senior
𧬠Research Scientist
π¦ H1B Visa Sponsor
March 8
Join Wealth.com as Associate Counsel to review estate plans for ultra-high-net-worth clients. Leverage technology to enhance efficiency and quality in estate planning.
February 20
As Regional Sales Manager, drive new business in financial advisory market for Wealth.com.
πΊπΈ United States β Remote
π΅ $180k - $230k / year
β° Full Time
π‘ Mid-level
π Senior
π€ Sales
π¦ H1B Visa Sponsor
February 20
Identify leads, prospect customers, and oversee sales activities as Regional Sales Manager at Wealth.com.
πΊπΈ United States β Remote
π΅ $180k - $230k / year
β° Full Time
π‘ Mid-level
π Senior
π€ Sales
π¦ H1B Visa Sponsor
February 18
As a Client Success Manager, youβll drive client success for Wealth.comβs estate planning platform.
πΊπΈ United States β Remote
π΅ $90k - $110k / year
β° Full Time
π’ Junior
π Customer Success
π¦ H1B Visa Sponsor
February 1
Drive impactful demand generation for Wealth.com, the leading estate planning platform and fintech innovator.
πΊπΈ United States β Remote
π΅ $120k - $150k / year
β° Full Time
π Senior
π Performance Marketing
π¦ H1B Visa Sponsor
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