Senior Wealth Advisor RIA

Senior Wealth Advisor

Our client, a leader that'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.

• 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.

• 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.

• 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.
• Daily meals and snacks provided.