Asesor Patrimonial Tributario
Fintual
About this role
Tax-focused wealth advisor position at Fintual serving high-net-worth clients (AUM > US$100k) based in Gran Santiago. The role emphasizes expertise in investment taxation and patrimonial planning to strengthen Fintual’s proposition for affluent clients and to position the company as a reference in tax and wealth planning.
Skills
Qualifications
About Fintual
fintual.comFintual is a fintech investment platform and app that simplifies regulated investing for individuals and businesses in Latin America (notably Chile and Mexico). It provides low‑barrier, no‑minimum access to diversified products — including funds, APV (voluntary pension savings), stocks and ETFs — with goal‑based and automated portfolio options. The company emphasizes regulatory compliance, transparent fees and a user‑friendly mobile/web experience, and is used by over 180,000 customers.
Recent company news
TechCrunchKaszek Ventures leads a $15 million round in Chilean asset management startup, Fintual
Jun 25, 2021
LatamListGreatest Hits Episode: Agustin Feuerhake, Fintual: Redefining what it means to invest in Latin America, Ep 174
Jun 30, 2022
Bloomberg.comSequoia Capital Leads $39 Million Round to Back Chilean Fintech Startup
Nov 2, 2021
contxto.com"Pregúntale a Fintual": The Virtual Financial Revolution Arrives in Mexico
Sep 22, 2023
InvestChile BlogThe details behind Sequoia’s investment in Chilean startup Fintual
Nov 26, 2021
About Fintual
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Fintual.
Salary
$105k – $143k
per year