AI-Resilience Wealth Advisor — Remote, AUM Growth

Human Agency; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm in the United States is seeking a motivated professional to lead client acquisition and asset management growth. The role prioritizes developing personalized financial strategies aligned with an AI resilience thesis, focusing on forming strong relationships with individuals and families. Candidates should have at least 5 years of experience in financial advisory and hold an active RIA or Series 65/66 licensure. This full-time remote position includes competitive compensation and occasional travel for client engagements.

Qualifications

• Clean regulatory record with a history of ethical practices.
• Proven ability to acquire and grow client relationships.
• Experience in advising individuals or families on portfolio construction.
• Comfort in ambiguous and evolving domains.
• Excellent written and verbal communication skills.

Responsibilities

• Build and expand relationships with clients for AUM growth.
• Develop personalized financial strategies aligned with AI resilience.
• Collaborate with fund management to refine investment strategies.
• Educate clients about AI and economic trends.
• Stay current on AI developments and market conditions.

Skills

Client acquisition

Financial advisory

Strong communication skills

Market intelligence

Risk management

Education

Active RIA or Series 65/66 licensure

5+ years in financial advisory

Job description

A leading financial advisory firm in the United States is seeking a motivated professional to lead client acquisition and asset management growth. The role prioritizes developing personalized financial strategies aligned with an AI resilience thesis, focusing on forming strong relationships with individuals and families. Candidates should have at least 5 years of experience in financial advisory and hold an active RIA or Series 65/66 licensure. This full-time remote position includes competitive compensation and occasional travel for client engagements.