Advice Systems, Inc. (ASI) is an early stage FinTech start-up that simplifies and automates the process of providing qualitative, comprehensive and holistic goals-based personal financial planning advice by incorporating the appropriate tax and financial planning strategies. ASI offers a competitive salary and excellent benefits, including medical, dental, disability and term life insurance, as well as a generous paid-time-off policy beginning your first year.
The Researcher/Financial Writer will work closely with the management team and will have a passion for writing and doing research. Will enjoy analytical, detailed work and possess strong writing skills. ASI will consider candidates with limited work experience.
Bachelor’s Degree in a related field desirable
- Demonstrated excellent writing skill
- Experience working for a fast-paced, small-to-medium sized firm
- Adaptability – adapts quickly to change and easily considers new approaches
- Collaborative team player
- Engaged, accountable – assume responsibility for delivering results and setting high standards
- Solid understanding and experience with Word and Excel
Nice to Have
- Experience with PowerPoint
- Librarian experience
Our Management Team
Ron Newton, CFP®, Founder & CEO, is a serial entrepreneur from Massachusetts who was the founder and former CEO of Forefield, Inc. which was acquired by Broadridge Financial Solutions (BR) in 2010 for $19.4 million. Ron founded Newton Financial in 2008 and sold his practice in 2018 for $2.4 million to Bartholomew & Company.
Erik Almon, CFP®, VP of Product, is an entrepreneurial financial services professional with a history of success in program management, financial planning, consultative sales, and technology consulting. Erik has a history of bringing companies from concept to public launch quickly and effectively.
Sastry Pulya, MBA, VP of Engineering, is an entrepreneur with a long history of successful product and platform engineering, technology transformations, enterprise initiatives, and technology consulting. Sastry has a history of creating highly scalable mobile, SaaS, and Data Mining platforms from ideation to launch rapidly in the financial and healthcare sectors.