Join our innovative team as a Senior Wealth Advisor, where you will play a pivotal role in redefining wealth management through fintech solutions. This remote position offers a unique opportunity to manage high-net-worth client relationships and collaborate with cross-functional teams to deliver unparalleled financial services.
Key Responsibilities
Cultivate and sustain relationships with high-net-worth clients, providing tailored financial advice and solutions.
Collaborate closely with our Product Development and Mergers & Acquisitions teams to identify growth opportunities and enhance service offerings.
Facilitate new client acquisition and support various business development initiatives.
Analyze client data to devise customized, long-term investment strategies that align with diverse financial objectives.
Deliver expert insights in investment, tax, retirement, estate planning, and related areas.
Partner with third-party service providers to implement a comprehensive approach to wealth management.
Assist in recruiting and mentoring new wealth managers to strengthen our team.
Required Skills
Minimum of 10 years of experience in investment advisory, supported by an active client portfolio.
Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or an equivalent certification).
A genuine enthusiasm for fintech and a commitment to making a significant impact in the wealth management sector.
Strong adaptability to thrive in a fast-paced and dynamic environment.
A proactive approach to ownership and success for both clients and the firm.
Qualifications
Proven track record of success with high-net-worth clients.
Strong expertise in financial planning, coupled with proficiency in relevant financial planning software.
Excellent communication, analytical, and organizational skills.
Career Growth Opportunities
This role provides substantial opportunities for professional advancement, including direct involvement in the recruitment and training of new wealth managers, thus contributing to a robust team of experts in the field.
Company Culture And Values
Our organization is committed to fostering a collaborative work environment that encourages innovation and excellence. We value adaptability and ownership, ensuring every team member has the opportunity to drive success both personally and for our clients.
Compensation And Benefits
Comprehensive medical, dental, and vision insurance to ensure your health and well-being.
Unlimited paid time off (PTO) and company holidays to support work-life balance.
Solo 401(k) plan for your future financial security.
Competitive salary package, including revenue participation and equity.
A vibrant office environment in NYC featuring panoramic views, along with various office perks such as meals and beverages.
Access to Teledoc and discounts on an array of health services.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Business Consulting and Services
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