Senior Wealth Advisor

I am currently working on a Senior Advisor role with a Trust Company that was launched by a sizable Bitcoin Financial Services business. The Trust Company manages traditional trust assets as well as the ability to actively manage Bitcoin and other Crypto Currencies. They are looking for someone with a traditional, portable Wealth Advisory book of business as well as a significant amount of knowledge and interest in the Crypto Currency space.

Key Responsibilities:

• Develop comprehensive financial plans and customized investment portfolios integrating both traditional assets and bitcoin.
• Provide ongoing advisory services, including portfolio monitoring, risk management, tax‑efficient strategies, and retirement planning.
• Educate clients on bitcoin, maintain deep expertise in the ecosystem, and incorporate this knowledge into financial recommendations.
• Collaborate with firm leadership on business development, strategic partnerships, and initiatives that enhance the company's presence in bitcoin-focused wealth management.
• Improve and standardize internal workflows, technology systems, and client experience to support scalable, high‑touch advisory operations.

Qualifications:

• 5+ Years of Wealth Advisory Experience
• Deep understanding/interest in Crypto Currency