Deliver results by achieving individual quarterly and annual quotas.
Develop a deep understanding of the Altruist platform and specific features like rebalancer and Model Marketplace.
Leverage consultative selling skills to build trust, educate advisors, and guide them through the buying process.
Systematically capture advisor feedback to inform product roadmap and marketing campaigns.
Maintain accurate and complete records in Salesforce while meeting sales SLAs.
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About Altruist
Altruist is transforming wealth management. We empower financial advisors with an AI platform. This allows them to offer better, more affordable services. Our platform supports thousands of professionals. They serve tens of millions of people. Altruist makes financial advice accessible to everyone. We make advisors more efficient. This freedom lets them charge less. Clients then pay less and gain financial confidence. We launched TaxIQ to automate tax savings. Our AI assistant Hazel automates tasks. We reached a $1.9 billion valuation.
How We Work
We foster a culture where kindness drives collaboration. Brilliance means we embrace a growth mindset. Grit keeps us focused on our mission. We listen to understand all perspectives. Healthy debate and diverse views are encouraged. Open, honest, and respectful conflict resolution is key. We succeed and fail as one team. You will proactively identify improvements. This builds predictable, scalable growth. We offer hybrid work for most roles. This promotes strong in-person collaboration. We value unwavering determination. Our team members overcome obstacles swiftly. We have offices in Culver City, San Francisco, and Dallas. Approximately 90% of employees work from these locations. Some roles remain fully remote in specific territories. We offer one month of work from anywhere.
Why Join Us
Impact the lives of millions by making financial advice better.
Work at a company valued at $1.9 billion.
Develop an AI platform that is transforming an industry.
Grow professionally with dedicated L&D budgets and mobility programs.
Thrive in a hybrid environment designed for comfort and productivity.
Benefits & Perks
Competitive pay and equity options.
Premium healthcare, dental, and vision insurance.
401k savings plan with a 4% match and immediate vesting.
16 weeks paid parental leave after one year of employment.
Annual L&D budget allocation for each employee.
Company perks program (discounts on pet insurance, fitness, travel).
Financial guidance program.
One month work from anywhere policy (with exceptions).