Investment Advisory Representative (IAR) - remote friendly
Datalign Advisory Inc.
About this role
Datalign Advisory is seeking an experienced part-time Investment Advisory Representative to guide clients in finding tailored financial advisory solutions using AI-driven data analytics. The role involves client engagement, leveraging financial expertise, and maintaining compliance to deliver personalized investment services.
Skills
About Datalign Advisory Inc.
datalign.comDatalign Advisory is an SEC‑registered, free-to-use platform that connects individuals with vetted financial advisors in minutes. It matches users to advisors aligned with their goals and preferences, simplifying the search and vetting process. By combining a curated advisor network with fast digital matching, Datalign aims to make personalized, trustworthy financial advice more accessible.
About Datalign Advisory Inc.
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
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View leadership team, funding history,
and employee contacts for Datalign Advisory Inc..
Salary
$36k – $72k
per year