Senior Wealth Advisor

JRG Partners, LLC.; United States; On-site; USD 150,000 - 240,000; Full time

Benefits offered by this job

Health, dental, vision plans

Unlimited PTO + holidays

Equity participation

Revenue sharing

Job summary

JRG Partners, LLC. is seeking a Senior Wealth Advisor to lead high net worth client engagements, shape financial plans, and manage portfolios with a fintech-enabled mindset. You will build trusted relationships, expand the client base, and influence product roadmaps with cross-functional teams.

The role emphasizes ownership, fast-paced delivery, and collaboration with product development and M&A to enhance advisor technology. A strong track record in wealth management is essential.

Qualifications

• 10+ years of investment advisory experience.
• Active client book currently advised.
• Series 65/7+66 or equivalent certification.
• Experience with high net worth clients ($1M+ AUM).
• Strong financial planning knowledge across tax, estate, retirement.

Responsibilities

• Develop new client relationships and support business development.
• Analyze client data to define financial needs and objectives.
• Advise on investment strategy, tax, retirement, estate planning and risk management.
• Design long-term investment strategy and monitor portfolios.
• Collaborate with third-party providers and product teams to tailor tech solutions.
• Support growth efforts by sourcing and pitching new advisors.

Skills

Investment advisory

Client relationship mgmt

Financial planning

Wealth management

Analytical skills

Education

BS/MS in analytical/technical degree

Tools

Financial planning software

Job description

The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of the company’s advisor technology platform, vet and convince other top wealth managers to join, and train new staff.

What You'll Do

• Develop new client relationships and support Business Development efforts.
• Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
• Review and analyze a client’s current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
• Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
• Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
• Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time.
• Advise the Product Development team on your or your clients’ pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
• Support the Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the platform.

What We're Seeking

• 10+ years of investment advisory experience
• An existing client book of business that you actively advise today
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited by more ownership and the opportunity to have a meaningful impact
• Excited to work in the Fintech industry
• Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously
• Past professional experience at a technology company
• BS or MS in an analytical or technical degree
• Experience working with clients whose assets are in excess of $1 million
• Depth of knowledge in at least one key area of financial planning
• Experience working with financial planning software
• Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast
• Access to best in class medical, dental, and vision plans
• Unlimited PTO + paid company holidays
• Competitive total compensation package comprised of Revenue Participation and Equity
• Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
• Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
• Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)