USA (REMOTE) | FULL-TIME
GoalBased Investors (GBI) is an early-stage startup in the FinTech space. GBI has built a digital platform - Lasso - that helps individuals quickly build meaningful financial plans for life’s important goals and easily match with an expert – financial advisors - who can help make them successful. GBI believes that financial advice shouldn’t be hard to give or to get. Our mission is to lower the barriers on both sides, creating more access to financial planning and advice and setting up more effective, efficient conversations around financial goals.
GBI just closed a seed funding round and is looking to build out our team with individuals who can help us execute on a successful launch of our platform in late spring as well as on an ambitious product roadmap and client growth strategy.
We're looking for someone who can help us build out and support our institutional client base. Primary responsibilities will include: