About this role
Betterment is a financial services company focused on empowering individuals to build wealth confidently through investing and retirement solutions. They value innovation, efficiency, and customer-centric approaches, fostering an inclusive community.
Required Skills
- Excel
- Data Analysis
- Customer Service
- Process Improvement
- Risk Management
- Problem Solving
- Communication
- Organization
- Operational Efficiency
- Financial Transactions
About Betterment
betterment.comBetterment is a digital financial-advice and automated investing platform that helps individuals save, invest, and plan for retirement with goal-based "buckets" and tailored portfolios built from low-cost ETFs. Operating as a fiduciary robo-advisor, it offers guided investing, automated rebalancing, tax-smart strategies, and cash management products (Checking via nbkc bank and a high-yield Cash Reserve). Customers can pay for access to licensed human advisors (Premium plan) while account protections include SIPC coverage for securities and FDIC insurance for cash programs. The service emphasizes ease of use, adjustable risk profiles, and expert-led portfolio management.
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