Acorns is seeking a FINRA-licensed series 7/66 registered representative to join the Advisor Operations team within the Invest Operations department to build and maintain customers’ trust in Acorns. Our Investment Operations team reviews and executes the full life cycle of every investment transaction and manages all investment advisor-related customer inquiries. Through deep operational insight and big-picture thinking, you’ll improve our customer’s experience via timely resolutions, surfacing issues as they arise, and improving processes.
This role has the option to be remote or based in our Irvine, CA, or New York, NY offices.
Within 1 month, you will:
- Introduce yourself and become integrated with the Invest Operations team
- Develop relationships with key stakeholders and cross-functional teams
- Learn Advisor Operations team team priorities, responsibilities, and goals
- Complete Acorns’ best-in-class onboarding, Acorns’ Seedling Program
- Participate in a virtual coffee session hosted by Acorns’ CEO, Noah Kerner
- Attend your first community-wide virtual all-hands meeting
Within 3 months, you will:
- Identity and address customer needs via email while maintaining exceptional customer service
- Approve and verify new investment and UTMA/UGMA accounts requiring manual review
- Assist customer with executing incoming and outgoing rollovers/transfers, IRA account type change, and cost basis requests
- Process levies, checks/wire payments, court orders, and deceased account procedures
- Monitor accounts with suspicious activity and determine the appropriate action needed
- Assist customers with unsuccessful ACH payments, funding source change requests, and creating individual trade orders
- Monitor and respond to customer funding source ACH Disputes
- Review your 30-60-90 day goals and accomplishments with your manager
- Engage in Acorn’s Community & Heritage celebrations
- Receive operational updates from our GoHenry & PixPay team members during Acorns’ quarterly global virtual all-hands session
Within 6 months, you will:
- Meet service level agreement and customer experience goals with all customer inquiries
- Assist the offshore back office team with any escalated requests they are unable to handle
- Recognize, prevent, and communicate fraud issues effectively
- Complete a Performance Development Check-in to align on Performance and Values Rating Trends
What you will bring to Acorns:
- FINRA SIE, Series 66, 7 licenses or the ability to obtain within 6 months of hire
- 0 – 3 years of investment or financial operations experience
- Detailed oriented and the ability to execute assigned tasks with a high degree of excellence
- Customer-focused, empathetic, and a passion for working with customers
- Strong work ethic and a proactive approach; Ability to effectively manage multiple priorities and adapt to change within a fast-paced business environment
- Flexibility with working hours. Shifts may include evenings, weekends, or holidays
- Excellent, written, and verbal communication skills
- Thirst for delivering game-changing products
- Exceptional drive and precision in delivery
- A belief that your work is tied to your life’s mission
- Optimistic about the potential of societal change
You are not expected to have experience with all listed requirements. If you feel passionate about Acorns’ mission, vision, and values, please apply.
What we offer:
- Competitive salary and stock options
- A comprehensive benefits package to meet the needs of you and your family
- Flexible work hours, location, and paid time off
- 401k discretionary match
- Monthly Acorns account contribution & GoHenry account for your family
- Wellness Days – Company-wide quarterly days off to rest + recharge
- Mindfulness, Mental Health, and Financial Wellness resources: Headspace, Ginger, and Addition Wealth are offered at no cost to you
- Acorns Career Development Program (Monthly Acorns to Oaks training sessions, development plans, quarterly development check-ins, Cornerstone’s online training platform)
- Roots Leadership Program for emerging leaders
- Monthly community celebrations, events, panel discussions, and speakers
- Talented and motivated team members who care deeply about one another, our mission, and our customers.
- The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.
About Acorns:
Acorns is how everyday consumers save & invest for the long term. To date, customers have invested over $15 billion with Acorns, much of it in spare change. By putting the tools of wealth-making in everyone’s hands, Acorns has become the largest subscription service in U.S. consumer finance, serving over 10 million everyday Americans. Customers get automated investing in diversified portfolios, a simple retirement product, a bank account that helps people spend less to invest more, and bonus investments from 20k brands. Plus, everyday Americans can easily invest in their kids and get money news they can use, all from the same app. From acorns, mighty oaks do grow!
Mission:
With benevolence and courage, we look after the financial best interests of the up-and-coming; beginning with the empowering step of micro-investing.
Values:
- Lead With Heart
- Make Bold Decisions
- Always Build Trust
- Never Stop Growing
- Find a Way
Commitment to a diverse community:
Acorns is committed to building a diverse community of customers, partners, and team members. We believe that fostering diversity not only fuels creativity but also challenges conventional thinking and helps us properly represent the unique experience of the everyday consumer that we serve.
Compensation Information:
The pay range for this position at commencement of employment is expected to be between $57,000 and $62,000/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, equity grants, and discretionary cash bonus awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. APPLY HERE