Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 21 hours agoWe saw it 12 min after it went up

RIA, Participant Education

Basic Capital11 open roles

Where
Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowRIA, Participant EducationBasic Capital · Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Basic Capital's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

14.0% of postings close within 7 days. Measured by our own scanner across the market. Basic Capital postings stay open a median of 50 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.7%3 days
  3. 14.0%7 days
  4. 22.5%14 days
  5. 38.3%30 days
  6. 59.0%60 days
This job: posted 21 hours ago

Basic Capital median: 50 days open

The posting

ABOUT BASIC CAPITAL

Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system.

Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We're backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we're assembling a lean, high-performance team committed to reducing wealth inequality. This role is optionally fully remote within the United States.

For more information, visit Basic Capital's website https://www.basiccapital.com/.

THE ROLE

We are hiring a licensed advisor to lead participant education across our client plans. You will run enrollment and education sessions, meet one-on-one with participants, and work closely with our investment team.

RESPONSIBILITIES

- Lead enrollment and education sessions for client employees

- Meet one-on-one with participants on contributions, investments, rollovers, and distributions

- Build and maintain participant education materials

- Support the investment team on fund lineup and monitoring work

QUALIFICATIONS

- Series 65, or Series 66 with Series 7 (current, or obtained within 90 days of start)

- 3+ years in a client-facing role in retirement plans, wealth management, or financial planning

- Working knowledge of 401(k) plan design and investments

- Clear communicator with groups and one-on-one

Nice to have

- CFP®, CRPS, AIF, or CPFA

- Prior experience as an Investment Adviser Representative

- Familiarity with ERISA and equity compensation

CULTURAL FIT

- High agency: You believe the world is malleable and want to shape it to your vision.

- High tastes: You have strong opinions on what “good” looks like in your field. Craftsmanship matters.

- Friction friendly: We debate pretty hard. Friction polishes the work. You challenge and expect to be challenged. Compromise leads to mediocrity.

- Tenacity: Relentless work ethic in the face of adversity and rejection.

- Grand ambition: We’re energized by people’s dreams, for the world and for themselves. Energize us.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Basic Capital's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Basic Capital's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Basic Capital's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.