About this role
Flourish is a fast-growing, innovative fintech startup focused on providing financial technology solutions for independent RIAs. The company offers scalable, user-friendly products that help financial advisors better serve their clients and enhance financial outcomes.
Required Skills
- CRM
- Sales
- Relationship Management
- Financial Services
- Fintech
- Communication
- Customer Relations
- Product Strategy
- Pipeline Management
- Regulatory Knowledge
About Flourish
flourish.comFlourish builds a client experience and financial planning platform that helps financial advisors improve client outcomes by enabling holistic advice beyond investment portfolios. Their tools let advisors aggregate client financial data, manage cash flow, budgets, goals and planning workflows, and deliver an interactive client-facing portal—integrating with Plaid and major advisor systems and custodians. By combining data aggregation, integrations, and scalable advisor workflows, Flourish helps firms deepen client relationships and expand services beyond traditional wealth management.
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