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SmartAsset
Organization
? SmartAsset is a financial technology company that provides expert advice, personalized insights and tools to help people make smarter financial decisions. Through their easy-to-use online platform, users can get advice on mortgages, retirement planning, taxes, investing, college savings and more. SmartAsset's interactive tools allow users to calculate their financial goals, compare lenders and banks, and explore personalized options with the help of certified financial advisors. They strive to provide unbiased and straightforward advice to help people make the best decisions for their unique financial situations.
getleads.smartasset.comSmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser.
But, at the end of the day, you should still consult with a financial advisor to get the best advice for your specific situation.fortunly.comOn SmartAsset’s website, users can also take advantage of numerous educational resources that can help them make informed decisions about their finances.
The calculators, which form the seminal reason Founder and CEO Michael Carvin started SmartAsset, exceed expectations.benzinga.comIn addition to the calculators and the blogs, SmartAsset’s financial experts produce data-driven studies and can offer insight on many topics.
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EncryptedSite is Encrypted
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CountryHosted in United States
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CityAshburn, Virginia
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Latitude\Longitude39.0481 / -77.4728 Google Map
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Traffic rank#3,464 Site Rank
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Site age20 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
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Founded2012
Traffic rank
#3,464
#3,464
Site age
20 yrs
20 yrs
Location
United States
United States
Popular Questions for SmartAsset
Newest job postings for SmartAsset
via AngelList
posted_at: 5 hours agoschedule_type: Full-timework_from_home: 1
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Job:
• 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
• Owning the full sales cycle, from prospecting to closing
• Responding to email queries, and converting financial advisor leads into client relationships
• 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 finding and converting both inbound and cold leads
• Operating with a high level of integrity and able work within organizational Rules of Engagement
• Maintaining contacts and outreach in Salesforce
Skills / Experience You Have:
• 1-3 years proven track record of success in a performance based sales role
• 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
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:
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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 residentsMinimum Salary of $45 - 65K + commission* *+ equity + benefits *
• Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. *
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart... financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Job:
• 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
• Owning the full sales cycle, from prospecting to closing
• Responding to email queries, and converting financial advisor leads into client relationships
• 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 finding and converting both inbound and cold leads
• Operating with a high level of integrity and able work within organizational Rules of Engagement
• Maintaining contacts and outreach in Salesforce
Skills / Experience You Have:
• 1-3 years proven track record of success in a performance based sales role
• 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
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:
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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 residentsMinimum Salary of $45 - 65K + commission* *+ equity + benefits *
• Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States. *
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
via AngelList
posted_at: 5 hours agoschedule_type: Full-timework_from_home: 1
About SmartAsset:
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today,
About SmartAsset:
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
• *
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About the Team:
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities:
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
• *
Required Skills and Experience:
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills and Experience:
• Bachelor degree
Available Benefits and Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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 Minimum Salary of $117,900 - $226,000 + equity + benefits *
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
• *
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About the Team:
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities:
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
• *
Required Skills and Experience:
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills and Experience:
• Bachelor degree
Available Benefits and Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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 Minimum Salary of $117,900 - $226,000 + equity + benefits *
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
SmartAsset focuses on Financial Services, Sales and Marketing, Personal Finance, and Personal Data. Their company has offices in New York City. They have a mid-size team that's between 51-200 employees. To date, SmartAsset has raised $19.6M of funding; their latest round was closed on September 2016.
You can view their website at http://smartasset.com or find them on Twitter, Facebook, and LinkedIn Show more details...
via LinkedIn
posted_at: 1 day agoschedule_type: Full-timework_from_home: 1
About SmartAsset
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today,
About SmartAsset
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About The Team
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
Required Skills And Experience
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills And Experience
• Bachelor degree
Available Benefits And Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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* Minimum Salary of $117,900 - $226,000 + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products...
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
About The Team
The Sales Strategy and Operations team supports the overall health of the Sales organization by improving processes, identifying optimization opportunities, and managing those efforts. We deep dive into details of why and how to continually improve our customer-facing teams’ experience and support.
Responsibilities
• Own analysis and recommendations to optimize product and programs
• Build business cases to support recommendations
• Present business reviews to senior leadership to highlight progress, roadblocks, and opportunities for impact
• Track campaigns and develop processes to ensure scalability and sustainability
• Help shape our data structure to ensure immediate access to business KPIs
• Work with a wide array of cross functional partners such as data engineering, product, tech, sales operations, and marketing, to better align processes and business solutions utilizing data and insights to lead these discussions and make decisions
• Strong attention to detail, organization skills, and ability to juggle multiple competing priorities in a dynamic environment
Required Skills And Experience
• 10+ years of relevant experience working in and leading sales analytics, revenue optimization, and business strategy teams
• Highly strategic and analytical, comfortable with data management, visualization, reporting, and data lead decision making
• Cross-functional team leadership and ability to influence
• Strong experience in extracting data via SQL is required
• Strong Project Management skills using high level strategic thinking with a history of delivering results via detailed execution
• Comfortable in the fast-paced, high growth environment of a startup
• Demonstrated ability to work independently and autonomously
• Strong presentation and written communication skills
Preferred Skills And Experience
• Bachelor degree
Available Benefits And Perks
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the US.
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K - 3% match with immediate vesting
• Equity packages for each role
• Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
• EAP (Employee Assistance Program)
• Employee Resource Groups supporting our underrepresented communities
• Pet Insurance
• Home Office Stipend
• Health and Wellness Stipend
• Monthly Food Delivery Stipend
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* Minimum Salary of $117,900 - $226,000 + equity + benefits
Salary at SmarAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States Show more details...
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