Client Services Representative

Wealthfront

Client Services Representative 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...

Last checked on May 2, 2026. We may earn a commission when you click through.

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Client Services Representative

Wealthfront

Updated 12 days ago
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Palo Alto 60 – 80 Full-Time

About this role

Wealthfront is dedicated to revolutionizing the financial industry by prioritizing client interests and automating money management.

About the Company

Wealthfront is a financial services company focused on optimizing clients' money through technology, prioritizing customer interests over traditional practices.

Key Highlights

  • Salary range of $60,000 - $80,000 per year
  • No high fees or jargon, just clear communication
  • Supports clients with automated financial management
  • Great benefits including medical, dental, and 401K
  • Requires Series 7 and 66 certification

💡 Honest Take: This job is a solid pick if you want to work for a company that prioritizes client interests. Just be ready to handle customer inquiries and tech issues regularly.

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