MyFinwell - Financial Wellness Manager jobs and careers

About MyFinwell - Financial Wellness Manager

Finwell is an AI-driven personal finance manager that is disrupting the retail financial services industry. We do in minutes what it takes a traditional wealth manager weeks to do — provide a holistic, 360 degree view of someone’s finances and suggest an easy to understand range of actions they can take to reduce their financial stress and achieve their short, medium and long term future goals. One of our USPs is our proprietary “Financial Health Score” that gives users a simple, easy to understand picture of how they are doing. This score also changes over time as people take actions to improve their financial health. To our customers, Finwell is like a wealth manager/financial planner in their pocket that gives them unbiased recommendations, preventative as well as curative, to improve their financial health. It's a customer-centric platform that literally covers every aspect of a users’ financial life (assets as well as liabilities) whereas most competing consumer fintechs are just digitally distributing a single financial product (mutual funds, stock trading, insurance). We actually help people stay on track with their goals by giving them ongoing diagnostics and keeping them apprised of their progress. Our vision is to help the bottom 98% of people in the world in terms of wealth and income attain greater financial wellness and more easily achieve their economic goals, whether owning a home or paying for their children’s education. The benefits of increased financial wellness include: reduced stress and anxiety, a greater sense of agency and control over one’s future, and increased financial literacy. Our greatest ambition is to improve the overall state of the world economy, help alleviate poverty and improve as many people’s lives as possible by giving them the tools to help them thrive financially.