Senior Financial Advisor

Senior Financial Advisor
$100,000 to $500,000

About the Company

This leading FinTech company is revolutionizing wealth management through innovative technology. Their software empowers financial advisors to streamline tasks and maximize efficiency, allowing them to focus on building strong client relationships.

The company boasts a seasoned team of entrepreneurs with a proven track record of success. They have over two decades of combined experience at industry giants. The company is backed by top-tier venture capital firms and a distinguished advisory board of wealth management veterans.

The Senior Wealth Advisor Role

The Senior Wealth Advisor plays a pivotal role in shaping the future of FinTech-powered wealth management. This high-impact position offers the chance to thrive in a dynamic environment, actively managing client portfolios and relationships.

The ideal candidate will:

• Cultivate new client relationships and support business development initiatives.
• Collaborate with clients to understand their financial goals and objectives.
• Provide expert advice on investment strategies, tax planning, retirement planning, and more.
• Design and monitor personalized investment portfolios.
• Partner with product development and M&A teams to inform platform enhancements.
• Contribute to advisor recruitment efforts.

Qualifications

• A seasoned wealth advisor with 10+ years of experience.
• A strong existing book of active clients.
• Relevant investment advisor certifications.
• A passion for ownership and impactful contributions.
• Enthusiasm for the FinTech industry.
• The ability to thrive in a fast-paced environment.

Preferred Skills

• Prior experience at a technology company.
• Analytical or technical degree.
• Experience with high-net-worth clients ($1 million+ assets).
• Expertise in a key area of financial planning.
• Proficiency with financial planning software.
• Excellent communication, problem-solving, and organizational skills.

Benefits

The company offers a comprehensive benefits package including:

• Top-tier medical, dental, and vision insurance.
• Generous paid time off and company holidays.
• 401(k) plan.
• Prime NYC office with stunning views.
• Competitive compensation package with revenue sharing and equity opportunities.
• Free meals, snacks, and telemedicine access.
• Attractive discounts on various services.
• Dedicated health advocate support.

Be part of the future of wealth management!