Job Description
About Us:
Join a forward-thinking wealth management firm that empowers advisors to embrace their entrepreneurial spirit through innovative technology. We focus on enhancing client interactions by emphasizing automation and efficiency. Our growth strategy includes acquiring and improving traditional wealth management firms. Founded by experienced entrepreneurs with a robust background in venture capital, we are backed by leading VC firms and industry experts.
Role: Senior Wealth Advisor
As a Senior Wealth Advisor, you will have a vital role in redefining wealth management with a fintech perspective. You will be responsible for:
Client Management: Build and nurture strong relationships with high-net-worth clients while managing their portfolios.
Collaboration: Work closely with our Product Development and M&A teams to drive innovation in our service offerings.
Business Development: Develop new client relationships and contribute to business growth strategies.
Financial Analysis: Analyze client data to provide tailored and comprehensive financial advice.
Investment Strategies: Design and implement long-term investment strategies that align with clients' goals.
Holistic Advising: Offer expert advice on investment, tax, retirement, estate planning, and more.
Partnerships: Collaborate with third-party service providers to enhance our offerings and client experience.
Technology Influence: Help shape the development of advisor technology platforms to better serve our clients and advisors.
Recruitment & Training: Play a key role in recruiting top talent and training new wealth managers to ensure our team's success.
Requirements:
Experience: 10+ years in investment advisory, with a proven track record of success.
Client Base: An active client book demonstrating your ability to build and maintain relationships.
Certifications: Must be certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
Passion for Impact: A genuine passion for ownership, impact, and a keen interest in fintech.
Adaptability: Ability to thrive in a fast-paced and dynamic environment.
Preferred Qualifications:
Tech Experience: Previous experience at a tech company, bringing a fresh perspective to wealth management.
Educational Background: An analytical or technical degree (BS or MS).
High-Net-Worth Expertise: Experience working with high-net-worth clients.
Financial Planning Skills: Proficiency in financial planning and related software.
Communication Skills: Strong organizational, analytical, and communication skills to foster effective collaboration.
Benefits:
Comprehensive Health Plans: Enjoy top-tier medical, dental, and vision coverage.
Work-Life Balance: Benefit from unlimited PTO and company holidays.
Retirement Savings: Access to a Solo 401(k) to support your future.
Beautiful Workspace: If you prefer in-person collaboration, our NYC office boasts stunning views.
Competitive Compensation: We offer competitive pay with revenue participation and equity opportunities.
Perks: Enjoy office meals and snacks, access to Teledoc for health consultations, and discounts on various health services.
This position presents a unique opportunity to make a significant impact in the wealth management industry through technology and innovation. We are a remote-first company, and our Advisors can work from anywhere in the US.
Employment Type: Full-Time
Salary: $ 100,000.00 150,000.00 Per Year
Job Tags
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