Last Updated on May 27, 2026 by Justin Bryant
Wealth.com is hiring for a customer support role focused on helping users with estate planning and financial services-related questions.
The company appears to offer a flexible work environment with strong benefits, equity opportunities, and remote-friendly flexibility.
This role may be a good fit for people with customer service, client success, legal support, financial services, or SaaS support experience.
It also pays $30-$38/hour.
What is Wealth.com?
Wealth.com is an AI-powered estate planning platform designed for financial advisors and their clients.
The platform helps advisors provide estate planning services using technology, AI tools, and legal planning workflows in a more modern and accessible way.
The company says it has been recognized as a Great Place to Work for 2024 and was also named a finalist for Fast Company’s Best Workplaces for Innovators.
Possible Benefits
Wealth.com says eligible employees may receive:
• Flexible work environment
• Medical, dental, and vision insurance
• Company-paid life insurance
• Short-term and long-term disability insurance
• Paid parental leave
• 401(k) with company match
• Equity through Carta
• Paid holidays, including birthdays
• Generous PTO that increases over time
• Free estate planning services
Job Highlight: Support Associate
Wealth.com is seeking a Support Associate to assist customers and partners using its estate planning platform.
The role involves helping users through phone, email, and live chat support while troubleshooting issues, escalating problems when needed, and improving support systems.
The company appears to value strong communication skills, adaptability, and customer-focused problem-solving.
Key Responsibilities
- Provide Customer Support: Respond to support requests through phone, email, and live chat.
- Troubleshoot Issues: Diagnose and resolve customer problems using training materials and internal documentation.
- Escalate Complex Problems: Coordinate with internal teams to resolve higher-level customer issues.
- Maintain Documentation: Help create and improve knowledge base articles and FAQ resources.
- Support AI Improvements: Analyze customer inquiries and provide feedback to improve AI chatbot systems and automated support tools.
- Track Support Cases: Use tools like Intercom, Salesforce, and ChurnZero to manage support tickets and communication.
- Collaborate Across Teams: Work with internal departments and communicate evolving customer needs.
Qualifications
- Experience Requirements: At least 3 years of experience in customer support, customer success, implementation, or related fields.
- Industry Experience: Experience with estate planning, legal services, or financial services is strongly preferred.
- Communication Skills: Strong written and verbal communication skills required.
- Work Style: Comfortable working in a fast-paced startup environment with changing priorities.
- Technical Skills: Ability to learn new technologies and explain them to users with varying technical backgrounds.
- Education Requirements: Bachelor’s degree or equivalent experience preferred.
Preferred Traits
The company appears to value candidates who are:
• Organized and detail-oriented
• Adaptable and flexible
• Comfortable handling escalated customer issues
• Team-oriented and collaborative
• Interested in startup environments and growth opportunities
Closing Notes
This appears to be a customer support and client success style role within a fast-growing fintech and estate planning startup.
The position may be especially appealing to people who enjoy customer-facing work, startup environments, SaaS platforms, or financial and legal technology products.
The role also appears to offer long-term growth potential for people interested in moving into customer success, implementation, operations, or fintech-related careers.
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