Senior Wealth Advisor - Remote - WFH -

About the Firm:

Join a transformative tech-focused wealth management firm that empowers advisors to become fintech entrepreneurs. We emphasize automation and efficiency to enhance client interactions, driving growth by acquiring and enhancing traditional wealth management firms. Founded by seasoned entrepreneurs with extensive VC-backed experience, our firm is supported by top venture capital firms and industry executives.

Role: Senior Wealth Advisor

As a Senior Wealth Advisor, you will play a pivotal role in shaping the future of wealth management through a fintech lens. Your responsibilities will include:

Managing high-net-worth client relationships and portfolios.
Collaborating with Product Development and M&A teams to innovate our service offerings.
Developing new client relationships and supporting business development initiatives.
Analyzing client data to provide comprehensive financial advice.
Designing and implementing long-term investment strategies.
Advising on investment, tax, retirement, estate planning, and other financial matters.
Collaborating with third-party service providers to enhance service delivery.
Influencing the development of technology platforms for advisors.
Assisting in the recruitment and training of top wealth managers.

Requirements:
10+ years of experience in investment advisory.
An active client book demonstrating your established network.
Certification to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
A passion for ownership and impact within the financial sector.
Interest in fintech and its application in wealth management.
Ability to thrive in a fast-paced, dynamic environment.

Nice to Have:
Experience at a tech company, bringing a fresh perspective to wealth management.
An analytical or technical degree (BS or MS).
Experience working with high-net-worth clients.
Expertise in financial planning and proficiency with financial planning software.
Strong organizational, analytical, and communication skills.

Benefits:
Top-tier medical, dental, and vision plans.
Unlimited PTO and company holidays to promote work-life balance.
Solo 401(k) to support your financial future.
An NYC office with stunning views for those who prefer in-person collaboration.
Competitive compensation with revenue participation and equity opportunities.
Office meals and snacks to keep you energized.
Access to Teledoc for remote health consultations.
Discounts on various health services.
This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. As a remote-first company, our Advisors may be located anywhere in the US.
Employment Type: Full-Time
Salary: $ 85,000.00 Per Year