Wealth.com

Wealth.com is a technology-driven estate planning platform designed specifically for financial advisors. Its mission is to modernize estate planning by offering a comprehensive and intuitive solution that simplifies the process for both advisors and their clients. The platform provides advisors with a range of tools to streamline their estate planning workflows, including document creation, visualization, and reporting. It also offers clients a personalized experience with state-specific documents and access to a network of vetted attorneys.

Wealth.com's emphasis on user experience, technology integration, and legal expertise has earned it recognition in the wealth management industry, including being named a Great Place to Work in 2024. The company believes that estate planning should be accessible and straightforward for all clients and their advisors, and they are committed to continually innovating to improve their platform and provide the best possible service.

Wealth.com offers flexible work options, but specific details regarding remote work, hybrid models, or flexible schedules are not explicitly stated in the provided job posting.

Wealth.com is an estate planning platform built specifically for financial advisors that aims to modernize the estate planning process through innovative technology and create a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options.

Wealth.com fosters a culture of innovation and collaboration, built upon a team of passionate individuals dedicated to redefining the estate planning experience. They value continuous improvement, focusing on delivering best-in-class solutions for advisors and clients. Their commitment to diversity and inclusion is evident through their diverse leadership team and advisor council, creating a welcoming and supportive environment for all. This dedication to excellence and positive impact is recognized through their "Great Place to Work" certification, highlighting their commitment to employee well-being and contributing to a positive work culture.

Wealth.com demonstrates a commitment to diversity, equity and inclusion by actively promoting a diverse team and highlighting diverse voices in their content, including the "Advisor Council" which features a diverse group of financial advisors who use and endorse the wealth.com platform. Additionally, they champion diversity in the financial services industry and democratizing access to quality financial knowledge and advice, as demonstrated by quotes from their diverse leadership team and advisors.