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Smartasset Jobs (NOW HIRING)

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

Account Executive

New York, NY · On-site +1

$130K/yr

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

Senior Software Engineer

New York, NY · On-site +1

$134K - $176K/yr

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions ...

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Smartasset information

What is SmartAsset?

SmartAsset is a financial technology company that provides personal finance advice, tools, and resources to help individuals make informed decisions about major financial topics, such as home buying, taxes, retirement, and investing. The company offers a variety of online calculators and articles, as well as a platform that connects consumers with financial advisors. SmartAsset aims to simplify complex financial decisions for users and empower them with the information needed to achieve their financial goals.

What are the key skills and qualifications needed to thrive as a financial advisor at SmartAsset?

To thrive as a financial advisor at SmartAsset, you need a strong background in finance, investment principles, and client relationship management, typically supported by a relevant degree and financial certifications like CFP or Series 65. Familiarity with financial planning software, CRM platforms, and SmartAsset's proprietary tools is also important. Excellent interpersonal communication, analytical thinking, and trust-building skills help set top advisors apart. These competencies ensure advisors can deliver tailored financial guidance, build long-term client relationships, and drive business growth.

How does working at SmartAsset as a financial analyst typically involve collaboration with other departments?

As a financial analyst at SmartAsset, you can expect to work closely with cross-functional teams, including product, engineering, and marketing. Analysts often collaborate to interpret user data, provide financial insights for product development, and help craft effective strategies for customer acquisition. This team-based approach not only enhances the accuracy of financial models but also ensures that business objectives are aligned across departments. Frequent communication and collaborative problem-solving are key aspects of the work environment.

What is the difference between Smartasset vs Financial Advisor?

AspectSmartassetFinancial Advisor
CredentialsTypically no formal credentials required; provides online tools and guidanceOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentOnline platform, self-guidedIn-person or virtual client meetings
Industry UsageFinancial technology and online financial planningPersonal financial planning and investment management
Search & Comparison IntentLooking for automated financial tools or quick guidanceSeeking personalized financial advice and planning

Smartasset offers online financial tools and guidance without requiring formal credentials, making it accessible for DIY users. Financial Advisors provide personalized, professional advice often backed by certifications. Both serve different needs within the financial industry, with Smartasset focusing on self-guided solutions and Financial Advisors offering tailored, expert support.

More about Smartasset jobs

What cities are hiring for Smartasset jobs?

Cities with the most Smartasset job openings:

What states have the most Smartasset jobs?

States with the most job openings for Smartasset jobs include:

Infographic showing various Smartasset job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 90% Physical, and 10% Remote job distribution.

$130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


Job description

About SmartAsset: 

SmartAsset is an online destination for consumer-focused financial information, educational content, personalized calculators, and tools. Our mission is to help people make smart financial decisions, reaching an estimated 23 million people each month through our educational content, publishing partners, calculators, and tools.*

To extend that mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with participating fiduciary financial advisors. SmartAsset has been recognized as a 2025 ThinkAdvisor Luminaries winner in the Firm Award - Product or Service Innovation category and was ranked #2574 on the Inc. 5000 list in 2023. SmartAsset has also been featured on Y Combinator's list of Top Companies, a curated compilation rather than a numerical ranking.** In 2021, SmartAsset completed a $110 million Series D funding round that valued the company at over $1 billion.

*Based on average monthly reach data for 2025 across SmartAsset-owned properties and publishing partners.

 **Other than application, licensing, or similar administrative fees, SmartAsset did not provide compensation in connection with the referenced awards or recognitions.

Note: This position is posted on a continuous basis. Applications are reviewed and evaluated on an ongoing basis, so candidates are encouraged to apply regardless of how long the role has been listed

About the team: 

The Account Executive sales team at SmartAsset is a group of 50+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally.  

About the Job:
  • Comfortability working in a high volume activity/sales environment and being on monthly quotas
  • Identifying and developing potential new clients through prospecting and cold outreach
  • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset's platform
  • Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach. 
  • Owning the full sales cycle, from prospecting to closing
  • Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform 
  • Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement
  • Staying organized, maintaining contacts and outreach in Salesforce
Skills / Experience You Have: 
  • 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
  • Experience in an inside sales, cold calling, transactional sales role
  • Ability to drive deals independently in a fast-paced, dynamic environment
  • Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per day
Skills / Experience Preferred:
  • Attention to detail; excellent organization and time-management skills
  • Comfortable in a fast-paced, high-growth startup environment
  • Salesforce experience preferred but not required
  • Team player who possess excellent interpersonal skills and communication skills
Available Benefits and Perks: 
  • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
  • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers-so you can choose what fits your needs.
  • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
  • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
  • Time Off That Works: Generous vacation, sick, and parental leave policies-because balance matters.
  • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents*  $75,000 base salary and up to $130,000 OTE + RSUs + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.