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Client Services Representative
Posted by Wealthfront on 27 August 2026, 42 days ago. Still on their Lever board when we checked just now.
Read out of the posting
LevelNot stated
Experience askedNot stated
EmploymentNot stated
LocationPalo Alto, CA (Open to US-based Remote)
RemoteYes
Visa sponsorshipNot stated
SalaryNot published, and most postings do not
Posted2026-08-27
Found vialever, direct from their system
We saw it 1 month after it went up.
The posting, as the company wrote it
The traditional financial industry was not built to put the interests of clients first. At Wealthfront, we’re committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future. And we don’t want to stop there – our vision is to optimize our clients’ money across spending, savings, and investments, putting it all to work effortlessly. Deposit a paycheck with Wealthfront and, with the click of a button, our clients can have us automate the rest. Our software can top off emergency funds, pay all of our clients’ bills, and even invest the rest to help meet their goals. We call this future Self-Driving Money™.
Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7. The one that stands out most is that you would work for a company that actually intends to act in our clients' best financial interest and that treats clients the way we'd like to be treated. We always try to remove the traditional financial jargon and communicate with our clients in a clear and honest manner. By working at Wealthfront, you get to work at a company that doesn't require you to justify the unjustifiable, like high fees and actions that may not be in your best interest, because at Wealthfront, we put our clients' interests first.
Copied from Wealthfront’s own board, not rewritten. Original ↗
Also open at Wealthfront
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