Benjamin is the financial advisor industry’s premier cloud A.I. assistant which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. Benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks, providing the advisor more time to foster value-added customer relationships. The productivity gained by Benjamin’s presence empowers firms to quickly scale their business and profitability. Originally created by a multi-billion dollar investment advisory firm, Benjamin is now independent, and used by financial advisors nationwide to better serve both current and future families.

Are you looking for a career that is passionate about helping build the future of the client-advisor relationship? We’d love to chat.

Positions Available

Benjamin

We are excited to introduce you to Benjamin. Please fill out the information below and Benjamin will work to coordinate the meeting.

 



Benjamin

Looking to join a small dedicated team of technology enthusiast who want to find creative ways to automate the imperative tasks that financial advisors are faced with every day?

 



Benjamin

We are a rapidly growing company with 50 customers in search of a dynamic and energetic candidate to lead our marketing efforts and foster partner company relationships!

 



Benjamin

We are a rapidly growing company with 50 customers in search of a dynamic “rising star” sales leader to spearhead new business development!