Job Details

Lead Wealth Management Advisor

About the Company

A pioneering wealth management firm transforming the industry

Industry
Financial Services

Type
Privately Held

About the Role

Our company is on the lookout for a Lead Wealth Management Advisor to join our innovative, tech-forward wealth management firm. In this role, the right candidate will have the freedom to work independently while receiving robust support in marketing, client service, investment management, and compliance. You will be pivotal in building new client relationships, delivering comprehensive financial planning, and creating effective long-term investment strategies. Furthermore, you will collaborate with third-party service providers to maximize client success and provide valuable insights to our product development team for enhancing our technology platform.

We seek a professional with at least 5 years of investment advisory experience, a strong existing client portfolio, and certification as an Investment Adviser Representative. If you are passionate about increased ownership in your role and eager to make a significant impact, we want to hear from you! A keen interest in the merging fields of wealth management and fintech is crucial, along with the ability to excel in a dynamic, growth-oriented environment. Additional qualifications such as experience in a tech-centric company, a degree in an analytical or technical discipline, and an extensive knowledge of financial planning are highly valued.

The role demands exceptional analytical, critical thinking, and communication skills, coupled with a proactive problem-solving approach. Our company is committed to diversity and inclusion, and we strive to equip our advisors with the resources they need to elevate their personal brands and strengthen client relationships.

Travel Percent
Less than 10%

Functions

• Finance