Wealth Advisor - REMOTE

Wealth Advisor - REMOTE

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 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