Client Development Associate, M1 Finance
Financial portfolio management app
Job no longer available
Financial portfolio management app
201-500 employees
Job no longer available
201-500 employees
Company mission
To rethink what’s possible with personal finance.
Role
Who you are
- Long term interest in sales or marketing
- Excellent written and verbal skills
- Keen interest in the financial services industry
- Ability to take direct ownership of client needs and projects
- Strong work ethic, ability to manage competing priorities and problem-solving skills
- Current FINRA Series 7 and 63 or 66 licenses preferred (Must obtain licenses within 3 months of joining firm)
- 1-3 years of experience in sales or customer service is preferred
What the job involves
- Proactively make a high volume of outbound sales calls to existing clients to better familiarize them with the functionality of M1’s services
- Assist and lead one on one product walkthroughs with client
- Campaign management, including prospecting and calling on existing clients
- Assist in the planning and ideation of various ongoing client webinars and campaigns
- Ensuring (Salesforce) CRM system is up to date and activities are accurately documented
- Collecting qualitative data to better assist product and marketing channels
Our take
Managing your finances can be a job in and of itself - working out where to invest or when to use credit among other challenges. M1 sets out to make your life easier with its customizable, automated portfolio management app.
It operates as something between a robo-advisor and a brokerage, offering over 80 pre-prepared portfolios with a wide range of asset allocations. Users can choose a pre-existing template or build their own portfolio, and similarly, users take active control over investments or let M1 automate them. The app is completely free but offers a premium subscription service for those who want lower rates and more investment windows.
With over $6 billion in assets, M1 has grown significantly since 2020, almost tripling in size in three years and becoming a unicorn.
Steph
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Company benefits
- Unlimited PTO
- Comprehensive health, dental, vision, disability, and life insurance
- Stock options for all employees
- Retirement benefit with employer match
- $500 to spend on home office equipment while working from home
- Stylish M1 swag
- Office in the Loop with a Game Room and Gym
Company HQ
Chicago Loop, Chicago, IL
Leadership
Brian Barnes
(CEO)Also Owner and Chairman of the Board at First National Bank of Buhl-Mountain Iron.
Salary benchmarks
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