Service Advisor — Wealth & Client Strategy

Lumida Wealth; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Lumida Wealth is seeking a Service Advisor who will act as the central point of contact for clients, managing their financial planning needs and delivering personalized advice. The ideal candidate will possess a CFP designation and have 3-5 years of experience in wealth management. This is an opportunity to join a dynamic firm committed to innovative wealth management strategies and exceptional client service.

Benefits

Competitive salary

Equity upside

Comprehensive benefits package

Qualifications

• 3–5+ years of experience in wealth management or client advisory roles.
• Strong foundation in financial planning.
• Comfortable communicating with high-net-worth clients.

Responsibilities

• Serve as the primary point of contact for clients.
• Provide personalized financial advice on various strategies.
• Enhance client retention through proactive engagement.

Skills

Communication

Client Relationship Management

Financial Planning

Strategic Thinking

Problem Solving

Tech-Savvy

Education

Bachelor’s degree in finance, business, or economics

CFP designation required

Tools

eMoney

Wealthbox

Asana

Job description

Service Advisor — Wealth & Client Strategy

Service Advisor — Wealth & Client Strategy

2 days ago Be among the first 25 applicants

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We’re on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

Who You Are

• A Certified Financial Planner (CFP) or equivalent, with a strong grasp of holistic financial planning — from asset allocation and retirement to estate and tax strategy
• A hybrid operator: part financial strategist, part trusted advisor, part client relationship builder
• Polished and articulate, with the ability to explain financial concepts in a way that builds trust and drives action
• Client-obsessed and detail-oriented, with a deep desire to serve — but also equipped with the strategic and commercial instincts to sell when needed
• Tech-savvy and process-driven, able to operate in a fast-paced, digital-first advisory firm
• You’re not looking for a junior support role or a senior leadership seat — you’re the bridge: a critical player at the heart of client experience and strategic execution

What You’ll Be Doing

• Act as Day-to-Day Advisor: Serve as the primary point of contact for active clients — handling financial planning inquiries, portfolio questions, and key service requests
• Deliver Personalised Financial Advice: Provide guidance on budgeting, cash flow, retirement goals, tax optimization, charitable giving, and asset allocation using tools like eMoney
• Support Strategic Growth Initiatives: Partner with the Director of Sales and CEO to convert inbound interest into long-term client relationships
• Enhance Client Retention: Proactively manage touchpoints, check-ins, quarterly reviews, and needs-based outreach to ensure exceptional client satisfaction
• Identify Cross-Sell Opportunities: As client needs evolve, flag opportunities for estate planning, private investments, or enhanced services — and collaborate with internal specialists to execute
• Onboard New Clients Seamlessly: Lead the transition process post-sale — onboarding new clients, setting expectations, and ensuring a high-touch service experience
• Coordinate Internal & External Stakeholders: Interface with custodians (e.g., Schwab), tax advisors, estate attorneys, and internal ops to deliver an integrated client experience
• Maintain CRM and Planning Tools: Keep Wealthbox, eMoney, and Asana updated with key client insights, tasks, and next steps

What We’re Looking For

• 3–5+ years of experience in wealth management, financial planning, or client advisory roles
• Strong planning foundation — you enjoy working with clients directly and answering the questions that matter to them.
• Experience with both service delivery and sales support — you can advise, nurture, and close relationships
• Ability to communicate with high-net-worth clients confidently and clearly
• Experience working with tools like eMoney, Wealthbox, and/or Asana is a plus
• Strong organizational skills — you keep clients and the team one step ahead
• Highly responsive, proactive, and energized by supporting ambitious clients

Minimum Qualifications

• Bachelor’s degree in finance, business, or economics
• CFP designation required (or in-progress with clear timeline)
• FINRA Series 65 (or willingness to obtain within 60 days of hire)
• Strong written and verbal communication skills
• Comfort operating in a startup or high-growth, digital-native environment

Why Join Lumida?

Work directly with a seasoned founder – Gain firsthand insights and mentorship from leadership with deep industry experience.

Be at the frontier – Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.

Collaborate with talent – Team up with passionate professionals on a mission to transform the future of finance.

Grow with us – Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.

Get rewarded – Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can't wait to have you onboard!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

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