Role Overview 

The Wealth Advisor role is a foundational position shaping the future of wealth management through a fintech lens. This is a high-impact role for experienced advisors who want autonomy, ownership, and the ability to influence how modern wealth management is delivered. In this role, you will actively manage high-net-worth client relationships and portfolios, grow a portable book of business, and deliver comprehensive financial planning solutions. You will also collaborate closely with Our client Product Development and M&A teams to help shape advisor technology, attract top advisors to the platform, and support onboarding and training. 

What You’ll Do 

Client & Portfolio Management

• Develop and manage long-term relationships with high-net-worth clients 
• Gather and analyze client data to define financial goals and planning needs
• Advise on investment strategy, tax planning, retirement planning, estate planning, insurance, charitable giving, stock options, and risk management 
• Design, implement, and monitor customized investment portfolios and asset allocations
• Identify potential financial gaps and proactively guide clients with clear financial plans 

Business Development 

• Grow your practice through qualified high-net-worth prospects 
• Support firm-wide business development initiatives 
• Maintain and transition an existing, portable book of business Collaboration & Platform Impact 
• Work with third-party tax, trust & estate, and insurance partners
• Provide feedback to Product Development on advisor and client pain points
• Support M&A and advisor recruiting efforts
• Help train and mentor new advisors joining the platform 

What We’re Seeking Must Have 

• 5+ years of investment advisory experience 
• Active, portable book of business 
• Series 65 or Series 7 + 66 (or equivalent) 
• Experience working with high-net-worth clients
• Interest in fintech and modern advisor platforms 
• Comfortable operating in a fast-paced environment 

Nice to Have 

• Experience at a technology or fintech company 
• BS or MS in an analytical or technical discipline 
• Experience advising clients with $1M+ in assets 
• Deep expertise in at least one area of financial planning
• Experience with financial planning software 
• Strong communication, analytical, and organizational skills 

Why Our Client

Our client is a tech-enabled, fee-only RIA built to empower independent advisors with modern technology, marketing, and operational support.  

• Proprietary all-in-one advisor platform 
• Unified CRM, compliance, operations, and marketing 
• Multi-custodial platform with Charles Schwab and Fidelity 
• Dedicated client services manager for every advisor 
• Built-in compliance and risk management 
• Remote-first culture with flexible office access
• $5B+ AUM and 100+ advisors  
• VC-backed, Series B funded