Pros
SmartPath is not your grandfather's financial planner. We are changing the financial advice game. We offer fiduciary financial coaching that is commission-free, jargon-free, and product sales-free. We help every day Americans get their money right, without ripping them off through insurance or annuity sales. SmartPath is a team of close-knit, financial and tech professionals who are committing to helping all people have access to objective, financial advice. We believe in EQ, empathy, and equity. We believe in flexible work hours, unlimited PTO, and working hard to get the job done. At all levels of the team, individuals have influence and real power to steer the long-term trajectory of the strategy and operations of our organization. - Tech casual dress code - Office snacks - Regular office lunches and team events - Monthly brown bag lunch-and-learns - Quarterly team outings - No time cards - Equal parental leave - Diversity and Inclusion policy
Cons
- We're a small business, so we wear multiple job role hats in one day. This is a blessing and a challenge. - Adjustments to agile business strategy at times feels like whiplash. - The pace of the organization is incredibly fast. It can quickly lead to burnout.