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.
December 3
Head of Marketing at Wealth.com, driving brand recognition and customer engagement solutions.
πΊπΈ United States β Remote
π΅ $145k - $185k / year
β° Full Time
π΄ Lead
π― Chief Marketing Officer
π¦ H1B Visa Sponsor
November 2
Applied Scientist Intern working on AI initiatives at Wealth.com in legal tech.
September 16
Lead demand generation strategies for wealth.com, a FinTech estate planning platform.
πΊπΈ United States β Remote
β° Full Time
π Senior
π Performance Marketing
π¦ H1B Visa Sponsor
September 14
Lead product development for the innovative estate planning platform.
September 14
Lead product marketing for Wealth.com's estate planning platform.
πΊπΈ United States β Remote
β° Full Time
π Senior
π΄ Lead
π Product Marketing
π¦ H1B Visa Sponsor
September 14
Lead a team to develop AI solutions at wealth.com.