Altruist

👥 101-250💰 $169,000,000 Series E 8 months agoFinancial ServicesAsset ManagementFinTech💼 Private Company
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Altruist builds and operates a digital investment platform designed to modernize financial advisory services. We offer commission-free trading and financial advice, empowering independent financial advisors to become more efficient and offer more affordable services to their clients. This results in improved client outcomes and increased access to financial guidance. Our platform is utilized by thousands of financial professionals, impacting tens of millions of people. We're a leader in the FinTech space, driving innovation and efficiency in the asset management industry. Our technology stack includes a robust suite of tools, such as WordPress, Google Tag Manager, Google Analytics, and a Content Delivery Network, ensuring a seamless experience for both advisors and clients. We prioritize a modern tech stack and continually strive to leverage the latest technologies. Our engineering culture values collaboration, innovation, and a growth mindset—we are a team that values and supports each other. At Altruist, we operate on core values of Kindness, Brilliance, and Grit. These principles guide our interactions and approach to problem-solving. We are a rapidly growing company with a strong commitment to employee well-being and offer a generous benefits package, including flexible PTO and a hybrid work schedule, along with equity compensation. We’ve secured significant funding, most recently a Series E round, reflecting the market's confidence in our mission and platform. Altruist is a dynamic and growing company. Our commitment to making financial advice more accessible, affordable and better is backed by a strong financial foundation and a team focused on innovation. Our hybrid remote model empowers us to connect with professionals nationwide while cultivating a strong team spirit. We are always seeking talented individuals who are passionate about our mission and embrace our innovative culture.

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🔥 Sales Executive
Posted about 1 month ago

📍 USA

🧭 Full-Time

🔍 Financial services

  • At least 5 years of experience as an independent financial advisor or in sales at B2B financial services, fintech, or SaaS.
  • Proven track record of meeting or exceeding sales quotas.
  • Strong consultative sales skills and the ability to understand complex product features quickly.
  • Technologically savvy with modern tech stacks like Google Suite, Salesforce, etc.
  • Openness to feedback and determination to succeed in adverse conditions.
  • Creative problem-solving skills.

  • Deliver results; demonstrate core values to achieve individual quarterly and annual quota while supporting the sales team.
  • Quickly develop a deep understanding of the Altruist platform and its features.
  • Build trust with advisors, educate them, and guide their buying process.
  • Capture advisor feedback to inform company priorities.
  • Contribute to systematic growth and maintain accurate records in Salesforce.
  • Demonstrate coachability by applying feedback from sales leadership.

Business DevelopmentData AnalysisGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitasking

Posted about 1 month ago
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