Remote Senior Wealth Advisor

Job Overview

We are seeking a highly skilled Senior Wealth Advisor to join our innovative wealth management firm, dedicated to empowering financial advisors through technology and entrepreneurial spirit. Our firm is committed to redefining the wealth management landscape by integrating automation and enhancing client interactions. Founded by accomplished entrepreneurs and backed by prominent venture capital firms, we provide a dynamic environment for growth and professional development.

Key Responsibilities

As a Senior Wealth Advisor, your key responsibilities will encompass:
? Establishing and cultivating new client relationships to drive business development.
? Conducting thorough analysis of client data to deliver personalized financial advice.
? Creating and executing comprehensive long-term investment strategies.
? Offering guidance on investment opportunities, tax strategies, retirement planning, and estate management.
? Partnering with external service providers to enrich our service offerings.
? Contributing to the advancement of state-of-the-art technology platforms for advisors.
? Participating in the recruitment and training of emerging talent in wealth management.

Required Skills

To excel in this role, candidates should possess:
? Over 10 years of experience in investment advisory services.
? A demonstrated record of maintaining an active client portfolio.
? Relevant certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
? A strong drive for ownership and the desire to effectuate meaningful change.
? An interest in the intersection of fintech and wealth management.
? Aptitude for working in a fast-paced, evolving environment.

Qualifications

The ideal candidate will have:
? Previous experience in a technology-focused company is advantageous.
? A degree in an analytical or technical field (BS or MS).
? Experience managing high-net-worth clientele.
? Proficiency in financial planning software along with strong analytical, organizational, and communication skills.

Career Growth Opportunities

This position offers a unique chance to make a substantial impact on the wealth management sector through innovation and technology. We prioritize professional growth and continuous learning, fostering an environment that encourages the development and recruitment of top industry talent.

Company Culture And Values

Our firm thrives on a culture of collaboration and innovation, where diversity and inclusion are paramount. We are committed to creating a supportive workplace that inspires creativity and growth.

Compensation And Benefits

We offer a comprehensive benefits package that includes:
? Medical, dental, and vision insurance plans.
? Unlimited paid time off, in addition to company holidays.
? Solo 401(k) retirement savings plan.
? Competitive compensation with opportunities for revenue sharing and equity.
? Access to office meals and refreshments.
? Teledoc services and discounts on various health services.

Join us in revolutionizing wealth management through technology and innovation in a remote-first setting, with the flexibility to work from anywhere in the United States.

Employment Type: Full-Time

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