About Us
We’re a fast-growing firm that blends top-notch financial expertise with innovative technology to offer a personalized wealth management experience. Our founders bring a rich mix of traditional finance and cutting-edge fintech knowledge, supported by leading venture capital and industry pioneers…
Joining our team means becoming part of a collaborative group of entrepreneurs who are committed to helping both clients and colleagues achieve their best. If you’re driven, proactive, and ready to reshape the future of wealth management, we’d love for you to join us.
Job Description
As a Senior Financial Advisor, you’ll have the autonomy to build and manage a client-focused business with the support of modern tools and technology. You’ll be responsible for identifying client needs, demonstrating how our platform can enhance their wealth management, and showcasing the unique value we offer. Your proven success in acquiring and maintaining client relationships, combined with your comprehensive financial expertise, will be key in bringing new clients on board and serving them exceptionally.
You’ll have full support with technology that streamlines prospecting, reduces administrative tasks, and sets you apart from other advisors. This role offers more than just a typical wealth management position; it’s a chance to make a significant impact on our company and the wealth industry as a whole.
We’re looking for ambitious, driven individuals who strive for excellence and are deeply committed to their clients. This is a unique opportunity to help shape the future of wealth management and enjoy the rewards that come with it.
Responsibilities
• Convert prospects into clients and turn clients into enthusiastic supporters.
• Source and manage prospects using advanced, data-driven tools, develop various outreach strategies, and build strong client relationships.
• Advise clients on wealth management strategies to help them meet their personal and financial objectives.
Requirements
• Proven success in acquiring new wealth management clients.
• Demonstrated ambition, determination, and resilience.
• In-depth knowledge of investment products and personal finance.
• Ability to provide financial advice with empathy, understanding, and confidence.
• Passion for improving the personal finance experience.
• Existing client base that can be transitioned.
• Series 65 or equivalent certification; clean U4 record.
Bonus Points
• CFA or CFP certification.
Additional Information
Transitions
We make it easy to bring your existing client base with you. We’ll assist with transition planning, communications, and handling administrative tasks, ensuring a smooth transition for both you and your clients.
Compensation
Our compensation plan is designed to be among the best in the industry, offering substantial rewards for top performers. If you’re interested in expanding your client base significantly with a superior product and minimal administrative work, we should talk.
Remote And Hybrid Work
We are flexible with remote and hybrid work arrangements, whether you’re based in San Francisco, Boise, New York City, Jacksonville, Los Angeles, or Atlanta. We can accommodate your preferred work style.
Employment Type: Full-Time
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