About the job
We are a wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.
As a VC-backed company, our technology and flexibility is a structural competitive advantage, but we put clients and advisors at the center of everything we do.
The wealth management industry is massive (>$50T AUM) but still archaic. The lack of innovation has hamstrung advisors' ability to grow their businesses and left clients feeling underwhelmed by the legacy offerings. We aim to fix that.
About the role
We offer investment advisory services to high net worth individuals and entities through a proprietary product. We’re looking for an entrepreneurial wealth advisor to join as a cornerstone of our high net worth advisory team. You will be responsible for attracting and servicing HNW clients to become our clients. Additionally, you will provide world-class investment advice to clients and work with our investment team to build and manage customized portfolios for your clients.
As a Wealth Advisor, we will provide you with the tools and resources you need to build your book of business, so you can focus on what you do best -- building relationships with clients and providing great investment advice.
We provide a base salary of $100,000 in addition to the best advisory fee split in the market, which increases in percentage as your book of business grows. We also offer an equity package to all employees, full benefits (100% covered), and 401k match.
What you’ll do for us
Establish, cultivate, and enhance relationships with HNW clients
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Research and present investment strategies
Coordinate tax filing and estate planning
Appear on camera in video content, boosting your personal brand
Requirements
Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification
Currently advising a $25m+ book of business as the primary advisor
Significant experience as an advisor or in client-facing financial services roles
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology is preferred but not required
Strong organizational, leadership, and written communication skills
Benefits
Top-of-Market compensation, including a base salary of $100,000, industry best splits on AUM fees, and equity in a hyper-growth startup.
Comprehensive health coverage: Medical, dental and vision
401k plan
Hybrid workplace
Technology allowance
Unlimited PTO
Paid parental leave
We are proud to be an equal-opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.