Financial Advisor

Amaltash; San Francisco (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

Amaltash in San Francisco is seeking a Senior Financial Advisor to advise clients one-to-one, understand their needs, and explain how their strategies and risk rules work, especially during market moves.

You will own a book of client relationships from onboarding onward, communicate clearly in writing about each strategy and its risks, and relay client requests to the product team to improve the platform.

Qualifications

• 5+ years as a financial advisor, with time at a registered investment adviser.
• Have served clients through at least one hard market.
• Series 65 (or 7 + 66) held, or passed within 90 days of joining.

Responsibilities

• Own a book of client relationships from onboarding onwards.
• Explain each strategy and its risks clearly and in writing.
• Bring what clients ask for back to the product team.

Skills

Client relationships

Financial advisory

Regulatory compliance

Tools

Wealthfront

Betterment

Robinhood

Job description

Advise our clients one to one: understand what they need, explain how their strategy and its risk rules work, and keep them informed when markets move.

About Amaltash

Amaltash is an AI-powered algorithmic trading infrastructure platform built by Rainbow Labs Inc. We’re transforming how wealth managers, hedge funds, and RIAs access institutional-grade quantitative strategies. Our marketplace connects sophisticated algorithmic strategies — backtested, validated, and ready to deploy — directly to portfolio managers through seamless brokerage integrations across US and Indian markets. Think of us as the bridge between cutting-edge quant research and the advisors who manage real capital. We’re backed by a growing community of strategy creators (including top university quant teams) and are scaling rapidly across the wealth management ecosystem. Headquartered in San Francisco, we’re a lean, high-velocity team building the future of democratized alpha.

Description

About Amaltash

Amaltash is building an AI-native wealth platform. People describe an investing idea in plain English; our agents turn it into rules-based code that runs in an isolated environment, with risk rules that can move a portfolio to cash, gold or T-bills when volatility rises. Every strategy shows exactly how it is built. We are a small team in San Francisco. Our customers are people like us: engineers, product managers and leaders who invest their own money.

Amaltash Advisors LLC is an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Brokerage, custody and trade execution are provided by Alpaca Securities LLC, member FINRA and SIPC. We are backed by investors including IDEO Labs, Balaji Srinivasan and Plug and Play.

The role

Advise our clients one to one: understand what they need, explain how their strategy and its risk rules work, and keep them informed when markets move.

What you will do

• Own a book of client relationships from onboarding onwards.
• Explain each strategy and its risks clearly and in writing.
• Bring what clients ask for back to the product team.

What you bring (5+ years)

• 5+ years as a financial advisor, with time at a registered investment adviser.
• You have served clients through at least one hard market.
• Series 65 (or 7 + 66) held, or passed within 90 days of joining.

Big bonus

• You work, or have worked, in fintech, wealth management, brokerage or trading.
• You invest your own money and have used Wealthfront, Betterment, Robinhood or similar, and wanted more control than they give you.