Account Executive, Wealth.com
Central
$120-140k
OTE
+ Equity
More information about location
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$120-140k
OTE
+ Equity
More information about location
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment
- A self-starter with a collaborative mindset and a passion for solving customer challenges
- Strong communication skills with the ability to build trust and rapport across diverse audiences
- Experience in SaaS sales, especially within the fintech or financial services sector, is a plus
- A commitment to continuous learning and openness to feedback in a fast-moving environment
- Comfort navigating ambiguity and a willingness to roll up your sleeves when needed
- Bachelor’s degree or equivalent experience—what matters most is your ability to deliver results and grow in the role
- 3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment
- Willingness to travel occasionally (less than 10%) to support client and team engagement
- Have a strong track record of meeting or exceeding sales targets
- Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings
- Bring strong communication, relationship-building, and negotiation skills to every interaction
- Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success
- Excel at staying organized, thinking analytically, and adapting to evolving priorities
What the job involves
- As an Account Executive- Central , you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process
- Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory
- Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities
- Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client
- Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals
- Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work
- Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions
- Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting
- Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey
- Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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