--- title: 'Trust Officer at Wealthfront' canonical: 'https://feeny.ai/job/trust-officer-wealthfront-las-vegas-vksz1pb717wh' type: 'job' last_seen: '2026-10-21' --- # Trust Officer at Wealthfront - **Company:** Wealthfront - **Location:** Las Vegas, NV - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-15 - **Last confirmed live:** 2026-10-21 - **Apply:** https://jobs.lever.co/wealthfront/522080d2-8334-4dd9-9aaf-127cfe4f2c0c ## Job description Wealthfront Corporation is currently hiring a Trust Officer to be responsible for daily oversight of Wealthfront Trust operations as part of our Brokerage Operations team.  Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services and all other divisions of Wealthfront Inc. -  including the engineering and product teams - to provide the best client experience possible. Brokerage Operations at Wealthfront is right for you if you want to be a part of our mission to eliminate non-value added back office processes and scale the business through automation. On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations. You will have the opportunity and flexibility to learn and work in all areas.  You will not be separated from other departments, as a matter of fact, you will be encouraged to collaborate with others. Brokerage Operations values input from all employees on how to improve our processes and back office systems through automation and allows employees to work cross-functionally to implement solutions. ## Responsibilities - Complete all needed tasks to provide oversight to the operations of the Trust company, including Trust Administration, regulatory compliance, and account supervision - Oversee all reporting to the Nevada Financial Institutions Division - Conduct quality control reviews and regulatory document delivery reconciliation - Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers - Certain in office tasks as the business requires ## Requirements - Minimum of 3 years of Trust administration experience - Must be based in Nevada or willing to relocate - Securities regulatory knowledge and strong understanding of account transfers, corporate actions/dividends, and trading - Understanding of AML and risk mitigation rules - Deeply familiar with Nevada Trust Company Regulations, specifically NRS Chapter 669 - Strong organizational skills - Customer-centric business philosophy and collaborative mindset - Ability to communicate cross-functionally - Appreciation and understanding of applying technology and software to business processes - Desire to improve processes to increase team efficiency and productivity - Strong work ethic and hands-on approach - Ability to quickly learn proprietary web-based account services applications - Appreciation for compliance and adherence to government regulations - Bachelor’s degree in finance, economics, or related field or requisite related work experience Estimated annual salary range: $75,000 - $90,000 USD plus generous equity and a discretionary bonus. Benefits include medical, vision, dental, 401K matching, Employee Stock Purchase Plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! ## About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory industry when we pioneered automated investing in 2011. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including: •A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. - Multiple automated investing portfolios managed for you and tailored for long-term wealth building across various financial needs, including general investing, retirement, family wealth management, and more. Our taxable investing accounts are designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums. - A zero-commission Brokerage Account with 8000+ stocks and ETFs that’s designed to give DIY investors an incredibly easy way to get started investing. Plus, with our Cash Account, they can earn a high yield (from program banks) until the minute they’re ready to invest. - A digital-first mortgage experience designed to reduce costs, remove unnecessary friction, and aim to offer rates consistently below the national average. Our award-winning products have attracted over 1.5 million funded clients who trust us with more than $100 billion of their hard earned savings on our platform—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk! For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. References to the APY for the Cash Account are to the APY paid by insured depository institutions that participate in our Cash Sweep Program (the "Program Banks”). Wealthfront Brokerage sweeps cash balances to Program Banks, where it earns the variable APY. Wealthfront Brokerage partners with Green Dot Bank, Member FDIC, to offer certain checking features for the Cash Account. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more. Wealthfront Brokerage and Wealthfront Advisers are not affiliated with Green Dot Bank or UMB Bank. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Brokerage Account is a self-directed brokerage account offered by Wealthfront Brokerage LLC, Member of FINRA/SIPC. Clients are responsible for evaluating their investment opportunities and risks and making investment decisions. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. By “award-winning products”, please refer to wealthfront.com for more information. References to “Total Platform Assets” and “Funded Clients” include clients with assets in products offered by both Wealthfront Advisers and Wealthfront Brokerage. These figures are as of August 31, 2026. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation. ## About Wealthfront ## Company Overview - **One-liner**: Wealthfront is an American financial services company that provides automated investing, high-yield savings, stock trading, and home lending products to help young professionals build long-term wealth. - **Entity Type**: Public (Nasdaq: WLTH) - **Headquarters**: Palo Alto, California, United States - **Founded**: 2008 (originally as kaChing) - **Founders**: Andy Rachleff and Dan Carroll ## Core Business - **Primary industry/industries**: Financial Services, Wealth Management, Fintech - **Target customers**: Primarily B2C, targeting young professionals and individual investors seeking automated wealth management and savings solutions - **Mission or purpose statement**: "To build a financial system that favors people, not institutions" and "help people design the life they want and make it happen." ## Products & Services - **Automated Investing Account**: A robo-advisor that builds and manages globally diversified portfolios of index funds (stocks, bonds, ETFs) designed for long-term, after-tax returns. - **Stock Investing Account**: A self-directed brokerage account for long-term stock and ETF investing, allowing users to select their own investments. - **Cash Account (High-Yield Savings)**: A cash management account offering a high Annual Percentage Yield (3.30% APY as of Jan 2026) and up to $8M FDIC insurance through a network of partner banks (Citibank, HSBC, UMB). Includes direct deposit, bill pay, and ATM access. - **Home Lending**: Mortgage loan products, acquired via a company purchase in July 2024 to expand into home lending. ## Market Standing - **Valuation/Market Cap**: Public company; IPO in December 2025 raised ~$485M at a fully diluted market cap of ~$2.6 billion. Current market cap is publicly available on Nasdaq. - **Key Metric (Revenue)**: $339 million annual revenue (2025); $90.5 million revenue in FY2027 Q1 (quarter ending April 30, 2026). - **Key Metric (AUM)**: $95 billion assets under management (2026). - **Notable Investors/Partners**: Partner banks include Citibank, HSBC, and UMB Bank. UBS previously agreed to acquire Wealthfront for $1.4B in 2022 (deal terminated) and later invested a $69.7M convertible note. Total funding to date is $759.2M. - **Growth Signals**: 1.4M+ clients; 346 employees (+9.5% YoY); positive net income ($123M in 2025, $12.8M in FY2027 Q1); successful IPO on Nasdaq; expansion into home lending via acquisition. ## Competitive Advantages - **Technology-First Approach**: Positions itself as a technology company, not a traditional bank, using software, automation, and data to deliver low-cost, user-friendly financial products. - **Integrated Financial Platform**: Combines savings, investing, and lending in one seamless account, making it a "one-stop shop" for personal finance. - **Low-Cost Model**: Zero account fees, zero-commission stock investing, and high-yield savings differentiate it from traditional banks and brokerages. - **Trust and Transparency**: Culture of transparency with clients and employees; strong brand reputation built since 2011. ## Strategic Focus - **Platform Expansion**: Continuing to expand its product suite beyond investing and savings into home lending and potentially other financial services. - **IPO Growth**: Using public market capital to accelerate product development, marketing, and customer acquisition. - **Maintaining Profitability**: Balancing growth with profitability, as evidenced by recent positive net income. - **Automation & AI**: Leveraging data and automation to improve user experience and lower costs. ## Why Work Here - **Culture**: Emphasizes transparency, trust, and a collaborative environment. Recognized for diversity and inclusion with affinity groups, leadership training, and mentorship programs. - **Work Model**: Remote-friendly with hybrid options available in Palo Alto, San Francisco, Seattle, and New York City. Open to US-based remote for many roles. - **Perks & Benefits**: Discretionary time off, 16 weeks of paid parental leave for both parents, quarterly learning stipend, monthly wellness reimbursement, comprehensive medical/dental/vision with HSA contributions, Caltrain pass, transportation stipend, and relocation bonuses. - **Engineering & Product Focus**: Described as a "technology company above anything else," offering a strong environment for engineers, data scientists, and designers to solve big consumer problems. - **Growth Trajectory**: Public company with strong financials and a clear growth strategy, offering career stability and advancement opportunities. - **Employee Rating**: 4.2/5.0 on LinkedIn (69 reviews), with high marks for Compensation (4.2) and Culture (4.0). ## Sources 1. [Wealthfront.com](https://www.wealthfront.com/) 2. [Wealthfront Careers Page](https://jobs.lever.co/wealthfront) 3. [LinkedIn - Wealthfront](https://www.linkedin.com/company/wealthfront) 4. [Wikipedia - Wealthfront](https://en.wikipedia.org/wiki/Wealthfront) ## Other roles at Wealthfront - [Director of Product Management, Growth](https://feeny.ai/job/director-of-product-management-growth-wealthfront-palo-alto-36x8fxh932h0) — Palo Alto, CA - [Home Lending Lead Compliance Analyst](https://feeny.ai/job/home-lending-lead-compliance-analyst-wealthfront-palo-alto-8jzsrbrwvznm) — Palo Alto, CA - [Market Commentary Writer + Social Editor](https://feeny.ai/job/market-commentary-writer-social-editor-wealthfront-san-francisco-3jhjs1c7z431) — San Francisco, CA - [Mortgage Operations - Senior Loan Closer/Funder](https://feeny.ai/job/mortgage-operations-senior-loan-closer-funder-wealthfront-palo-alto-sv9qzvt06bte) — Palo Alto, CA - [Lead Economist, Editorial](https://feeny.ai/job/lead-economist-editorial-wealthfront-new-york-9wyc9b2z6ygy) — New York, NY - [Senior Marketing Manager - Affiliate & Strategic Partnerships](https://feeny.ai/job/senior-marketing-manager-affiliate-strategic-partnerships-wealthfront-palo-alto-b63jqqmc2wmq) — Palo Alto, CA - [Client Services Representative](https://feeny.ai/job/client-services-representative-wealthfront-palo-alto-kzczdqm1d058) — Palo Alto, CA - [Anti-Money Laundering Monitoring Analyst](https://feeny.ai/job/anti-money-laundering-monitoring-analyst-wealthfront-palo-alto-zg6mf6egygt0) — Palo Alto, CA / San Francisco, CA / New York, NY / Seattle, WA - [Senior Data Scientist, Home Lending](https://feeny.ai/job/senior-data-scientist-home-lending-wealthfront-palo-alto-p2gpgn4neq10) — Palo Alto, CA - [People Research Scientist](https://feeny.ai/job/people-research-scientist-wealthfront-palo-alto-4dg6zy8hgjft) — Palo Alto, CA