Wealthfront

About Wealthfront

Automated investment management for everyone

🏢 Tech, Finance, Financial Services👥 201-500 employees📅 Founded 2011📍 University South, Palo Alto, CA💰 $204.5m4.1
FintechB2CB2BBankingPersonal financeInvestingFinancial ServicesSaaSMobile

Key Highlights

  • Over $50B in assets under management
  • Achieved Unicorn status in September 2022
  • Preparing for IPO with a valuation of up to $2.05B
  • Headquartered in Palo Alto, CA with 201-500 employees

Wealthfront is a fintech company headquartered in Palo Alto, CA, specializing in automated investment management and financial planning. With over $50 billion in assets under management, Wealthfront serves a growing client base and achieved Unicorn status in September 2022. The company is diversifyi...

🎁 Benefits

Wealthfront offers a comprehensive benefits package including flexible working hours, 16 weeks of paid parental leave, and a monthly wellness reimburs...

🌟 Culture

Wealthfront's culture emphasizes a customer-centric approach, focusing on simplifying financial management through automation. The company fosters a s...

Overview

Wealthfront is hiring a Loan Originator to join their mortgage lending operations. You'll provide excellent service to clients and guide them through the mortgage process using innovative technology. This position is open to US-based remote candidates.

Job Description

Who you are

You are a licensed mortgage loan originator with a strong background in mortgage lending. You have experience working with clients and providing exceptional service throughout the loan process. Your expertise allows you to navigate the complexities of mortgage lending while leveraging technology to enhance client experiences.

You thrive in a fast-paced environment and are excited about the opportunity to be part of a cutting-edge team. You understand the importance of building relationships with clients and are committed to guiding them through their mortgage journey with clarity and support.

What you'll do

As a Loan Originator at Wealthfront, you will play a key role in building and scaling our mortgage lending operations. You will work closely with existing Wealthfront clients, providing them with excellent service and support as they navigate the mortgage process. Your responsibilities will include assessing client needs, recommending appropriate mortgage products, and ensuring a smooth application process.

You will leverage Wealthfront's innovative technology and tools to enhance the client experience and streamline operations. Your role will involve collaborating with various teams to ensure that clients receive the best possible service and support throughout their mortgage journey.

What we offer

Wealthfront offers a dynamic work environment where you can grow your career in the mortgage lending space. You will have the opportunity to work with a talented team and contribute to the development of cutting-edge solutions in the financial technology sector. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives.

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