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RIA, Participant Education

Basic Capital

Remote · USJobPosted 1 day agoStill listed 1 day ago

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At a glance

Compensation
No compensation found
Location
Remote · US
Work Authorization
Not specified

Olive focuses on jobs in the United States, including remote roles you can work from there.

Requirements

Credentials this posting asks for.

Series 65 Or Series 66 With Series 7, required

Job overview

Basic Capital is hiring a licensed advisor to lead participant education across client retirement plans. The advisor will conduct enrollment and education sessions, meet individually with participants, and collaborate with the investment team. The role is optionally fully remote within the United States and is based in New York City. Candidates need relevant securities licensing, client-facing experience, working knowledge of 401(k) plans and investments, and clear communication skills.

Skills & qualifications

RequiredNice to have

Skills

Financial Technology, nice to haveMarketplace, nice to haveAdvisor, nice to haveHigh Performance Teams, nice to haveRIA, nice to haveStripe, nice to haveParticipant Education, required401(K) Plan Design, required401(K) Investments, requiredGroup Communication, requiredOne-on-One Communication, requiredERISA, nice to haveEquity Compensation, nice to have

Qualifications

Series 65 or Series 66 With Series 7, required3+ Years Client-Facing Experience, requiredCFP, CRPS, AIF, or CPFA, nice to haveInvestment Adviser Representative Experience, nice to have

Full job description

About Basic Capital Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system. Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We're backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we're assembling a lean, high-performance team committed to reducing wealth inequality. This role is optionally fully remote within the United States. For more information, visit Basic Capital's website. The Role We are hiring a licensed advisor to lead participant education across our client plans. You will run enrollment and education sessions, meet one-on-one with participants, and work closely with our investment team. Responsibilities

  • Lead enrollment and education sessions for client employees

  • Meet one-on-one with participants on contributions, investments, rollovers, and distributions

  • Build and maintain participant education materials

  • Support the investment team on fund lineup and monitoring work

Qualifications

  • Series 65, or Series 66 with Series 7 (current, or obtained within 90 days of start)

  • 3+ years in a client-facing role in retirement plans, wealth management, or financial planning

  • Working knowledge of 401(k) plan design and investments

  • Clear communicator with groups and one-on-one

Nice to have

  • CFP®, CRPS, AIF, or CPFA

  • Prior experience as an Investment Adviser Representative

  • Familiarity with ERISA and equity compensation

Cultural Fit

  • High agency: You believe the world is malleable and want to shape it to your vision.

  • High tastes: You have strong opinions on what “good” looks like in your field. Craftsmanship matters.

  • Friction friendly: We debate pretty hard. Friction polishes the work. You challenge and expect to be challenged. Compromise leads to mediocrity.

  • Tenacity: Relentless work ethic in the face of adversity and rejection.

  • Grand ambition: We’re energized by people’s dreams, for the world and for themselves. Energize us.

How this job compares

Set against the 3,921 open Financial Advisor jobs on Olive Jobs, counted November 14, 2026.

Pay
  • This postingNot listed
  • New York median$66–70K/yr181 salary ranges
  • US median$25–38/hr89 hourly ranges
Openings
Olive Jobs lists 263 open Financial Advisor jobs in New York and 3,921 across the US. 1% of them nationwide are listed as remote or flexible.
Hiring the most in New York
Experience
This posting asks for at least 3 years of experience; Financial Advisor postings that state a minimum ask for 2 years at the median (2,269 postings).
Education
1,057 of the 3,921 open Financial Advisor jobs (27%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on November 14, 2026. Figures based on too few postings are left out.

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