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