College degree required 1-5 years of professional experience, preferably in a customer-facing role in tech High-performing student in high school and college Top-5% writer and verbal communicator Learns and works quickly and independently Meticulous, detail-oriented, and great at multi-tasking Relationship builder, professional and personable ambassador Responsible and takes accountability Comfortable using technical interfaces Thinks methodically about problem-solving Understands working at an early-stage tech company Excited about helping financial advisors leverage AI