Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.
Senior Wealth Advisor Responsibilities:
- Develop and manage relationships with high-net-worth clients while cultivating new business opportunities.
- Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
- Design and implement tailored long-term investment strategies, adjusting portfolios as needed.
- Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
- Influence product development by sharing insights on advisor and client needs.
- Support business growth by recruiting top talent and onboarding new financial advisors to the platform.
Senior Wealth Advisor Requirements:
- 10+ years of experience in investment advisory with a proven book of business.
- Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
- Excitement about the fintech industry and the opportunity to shape its future.
- Proven ability to thrive in a fast-paced, dynamic environment.
Senior Wealth Advisor Benefits:
- Competitive compensation package, including revenue participation and equity.
- Comprehensive medical, dental, and vision plans.
- Unlimited PTO and paid company holidays.
- Solo 401(k) retirement plan.
- Stunning NYC office with top-notch amenities.
- Daily meals and snacks are provided.
- Access to telehealth services, wellness programs, and discounts on alternative medicine.
If you’re ready to take your career to the next level and play a key role in the future of wealth management, we’d love to hear from you!
