Our Client Success Team is critical to our mission. If you enjoy helping clients and love personal finance and technology, we'd like to hear from you.
BrightPlan partners with employers to help employees achieve financial wellness through digital goals-based planning, tailored education, and access to fiduciary advisors. Studies show that over 50% of employees in the workplace are stressed about finances, and employers are stepping up to alleviate that concern.
BrightPlan guides each employee to identify their unique financial goals and creates a plan to achieve them. Personalized advice sets employees up to become and stay financially well. With tailored financial education, employees better understand and maximize corporate benefits, increasing employee engagement and retention.
The BrightPlan Client Success Team plays a critical role in our mission as a company. Our clients trust us with their financial details and count on us to guide them to achieve their financial goals. When they have questions about how to create or implement their financial plan through the BrightPlan app, we go above and beyond to delight clients with clear answers to their questions, delivered in a friendly, professional way.
Why Work Here? Awesome Team, Experienced Leadership, Exciting Mission, Competitive Salary, Annual Bonus, Generous Equity, 401k Employer contribution, Flexible PTO, Option to Work from Home
As a member of our Client Success team, you will help fulfill the promises we make to our clients by becoming a subject matter expert on BrightPlan's offerings. You will be a key liaison who understands how systems "talk" to each other and provides amazing service to our clients and your colleagues, both at BrightPlan and our sister RIA, Plancorp.
We need you to be eligible for permanent employment by any employer in the US, and we are not accepting agency referrals.
Everyone deserves an equal chance to achieve their dreams. Good financial decisions can make those dreams a reality. At BrightPlan, we help you plan and invest for a brighter future by providing beautiful digital experiences combined with access to human advisors.Learn more about BrightPlan