SVP / VP Wealth Advisor

A high growth digital family office for entrepreneurs, professionals, and retirees. We're a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

About this role:

• As a wealth advisor, you'll work directly with clients in solving their most important financial problems as well as partner with our technology team to shape the roadmap and provide feedback on our existing tools.
• You care deeply about your clients' outcomes and find yourself asking how you can spend more time advising and building business and less time on the back office.
• You likely have worked with HNW and UHNW individuals and some accreditation (CFP, Series 65, etc.).
• You want to access and influence the next generation of tools for providing better planning and advice to your clients.

Qualifications:

• 5+ years of experience advising HNW+
• Relevant accreditation (Series 65, CFP, or equivalent)
• Desire to make an impact on the tools you work with
• Book of clients you currently directly manage
• Self-starting, with the ability to work independently
• High energy
• Strategically focused and business-minded
• Comfortable in a high-growth environment and at ease with change