Senior Wealth Advisor - Remote Fintech Growth & Planning

Professions Inc; New York (NY); On-site; USD 180,000 - 300,000; Full time

Job summary

A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning client relationships, driving acquisitions, and providing comprehensive financial planning across various strategies. If you thrive in a technology-forward advisory model and have a strong commitment to accountability, this opportunity is for you.

Qualifications

• 9+ years of investment advisory experience.
• A portable book of business ($25M in AUM).
• Registration as an Investment Adviser Representative (Series 65, Series 7 and 66).
• Experience in a high-velocity, deadline-driven setting.

Responsibilities

• Drive new client acquisition and contribute to business development.
• Deliver comprehensive, advice-led planning across various strategies.
• Monitor long-term investment strategy, including asset allocation.
• Provide feedback to improve client service workflows.

Skills

Investment advisory experience

Client relationship management

Technology forward advisory model

Critical thinking

Communication skills

Education

BS or MS in an analytical or technical discipline

Tools

Financial planning software

Job description

A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience as a Financial Advisor, with a portable book of business exceeding $25M in assets under management. The role involves owning client relationships, driving acquisitions, and providing comprehensive financial planning across various strategies. If you thrive in a technology-forward advisory model and have a strong commitment to accountability, this opportunity is for you.