Senior Wealth Advisor - Remote - WFH -

About the Firm:

This innovative wealth management firm is revolutionizing the financial advisory industry by integrating fintech solutions that enhance client interactions through automation and efficiency. The firm focuses on scaling by acquiring and improving traditional wealth management businesses and is backed by seasoned entrepreneurs with extensive VC-backed experience. Supported by leading venture capital firms and industry executives, the firm is committed to empowering advisors and fostering entrepreneurial opportunities.

Role Overview:

As a Senior Wealth Advisor, you will play a pivotal role in shaping the future of wealth management from a technology-driven perspective. This role provides the unique opportunity to manage high-net-worth client relationships, offer strategic financial guidance, and contribute to the development of cutting-edge tools that help advisors work more efficiently and effectively. You will be at the forefront of integrating fintech innovation with personal wealth management, ensuring that your clients receive top-tier service while influencing the growth of the business.

Key Responsibilities:

Client Management: Oversee and nurture relationships with high-net-worth clients, providing exceptional portfolio management and strategic financial advice.
Collaboration: Work closely with Product Development, M&A, and other internal teams to ensure a cohesive approach to wealth management and business growth.
Business Development: Drive new client acquisition efforts while contributing to the firm's overall business development strategy.
Data-Driven Advice: Analyze client financial data to deliver comprehensive, personalized financial plans and investment strategies.
Investment Strategy: Design and implement long-term investment strategies that align with clients' goals, including tax, retirement, and estate planning.
Third-Party Coordination: Partner with external service providers to deliver comprehensive solutions to clients.
Technology Advocacy: Play an influential role in shaping the development of advisor technology platforms, ensuring tools meet the evolving needs of clients and the firm.
Team Growth: Assist in recruiting top-tier wealth managers and provide training and mentorship to new staff, fostering a collaborative and dynamic team environment.
What You Bring:

Experience: A minimum of 10 years in investment advisory with an established client book.
Licensing: Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
Ownership & Impact: A passion for ownership and the ability to make a direct impact on business growth and client satisfaction.
Fintech Enthusiasm: A genuine interest in the intersection of fintech and wealth management.
Thriving in Fast-Paced Environments: Proven ability to succeed in a fast-moving, innovative, and results-oriented setting.
Nice-to-Have Qualifications:

Tech Background: Experience working at a tech-focused company or in roles that combine technology and finance.
Academic Credentials: An analytical or technical degree (BS or MS) that complements your financial expertise.
High-Net-Worth Expertise: Prior experience working with high-net-worth clients and a deep understanding of their unique financial needs.
Financial Planning Expertise: Advanced skills in financial planning, including proficiency with planning software.
Strong Skills: Excellent organizational, analytical, and communication skills to manage complex client portfolios and internal collaborations.
What's in It for You:

Comprehensive Benefits: Top-tier medical, dental, and vision plans, along with discounts on various health services.
Work-Life Balance: Unlimited paid time off (PTO) and company holidays.
Financial Benefits: Access to a Solo 401(k), competitive compensation packages, and potential revenue participation and equity options.
Office Perks: NYC office with stunning views, office meals, and snacks.
Convenience: Access to Teledoc and other health services for convenience and support.
Why Join Us:

This is a rare opportunity to make a significant impact on the wealth management industry by leveraging technology and innovative financial solutions. The firm embraces a remote-first approach, giving advisors the flexibility to work from anywhere in the U.S. If you're passionate about fintech, wealth management, and creating lasting client relationships, this is the perfect place to bring your skills and vision to life.
Employment Type: Full-Time
Salary: $ 68,000.00 Per Year