About FINNY
FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
About the Team
FINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.
What You’ll Do
Own the entire sales cycle: discovery, demo, proposal, and close.
Collaborate with BDRs to qualify and convert high-quality opportunities.
Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.
Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.
Partner with marketing and product to refine messaging and feedback from the field.
3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.
Familiar with high-volume, high-velocity sales (25+ deals / month)
Excellent presentation and closing skills, especially with senior decision-makers.
Deep understanding of sales process management and forecasting.
Proficiency with sales tools (Attio, HubSpot, Outreach.io, LinkedIn Navigator).
Entrepreneurial, data-driven, and collaborative mindset.
What We’re Looking For
Experience selling to financial advisors, RIAs, or broker-dealers.
Familiarity with lead-gen or marketing automation products.
Startup or early-stage sales experience.
Compensation & Benefits
FINNY offers a competitive compensation package including:
Competitive salary, comission and equity
Medical, dental, and vision insurance
Flexible paid time off
401(k)
Food and meals provided in our NYC office
Team offsites and events
Equal Opportunity Employer
FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
