Senior FinTech Financial Advisor, AI-Driven Wealth Platform

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

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.