Wealth Advisor

Arca; New York (NY); On-site; USD 120,000 - 220,000; Full time

Benefits offered by this job

In-office NYC five days a week

Job summary

Arca is seeking a Wealth Advisor in NYC to own client relationships end-to-end, delivering planning and advice tailored to each client’s life goals. The role focuses on leveraging the AI-backed platform to handle busywork so you can devote time to meaningful client conversations.

You'll join a small, ambitious team and shape how the platform supports advisory work, with inbound growth expected to accelerate client acquisition and retention.

Qualifications

• 5-10+ years advising high-net-worth clients and thinking in plans.
• CFP Certification (or on track) and Series 65 (or able to obtain).
• Desire to work with technology and provide feedback to engineers.
• Ability to build trust with clients over time.
• Willingness to grow a book via inbound leads.

Responsibilities

• Own the client relationship end to end—the planning, the advice, the trust built over years.
• Deliver tailored financial plans and guidance for clients’ life goals.
• Collaborate with product/engineering to improve advisor tools and experience.
• Drive growth by converting inbound leads into long-term client partnerships.

Skills

CFP certification

Series 65

Financial planning

High-net-worth advisory

Client relationship management

Education

CFP certification

Series 65

Job description

About Arca

Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.

So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.

That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.

It's a $20T market, and we think it's ready to be rebuilt.
— Rron, CEO

The receipts

• Stage: Series A, $64M raised

• Backed by: General Catalyst, Index Ventures, Venrock

• Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money)

The team

We’re small on purpose. We’re a team of 12 based out of NYC, and another 16 across our Wealth org. We hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.

We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.

The role

As a Wealth Advisor, you own the client relationship end to end — the planning, the advice, the trust built over years. What's different here is what you don't have to do. The platform takes the busywork that eats most advisors' days, so your time goes where it matters: sitting with a client, understanding what they're actually worried about, and coming back with advice that fits their life. And the clients are coming — we're ramping marketing, inbound is about to grow fast, and your job is to meet it.

You'll work out of our NYC office, next to the engineers building the tools you use. That's not a perk, it's the job. You're one of the first advisors on the platform, which means you shape it: you give product and engineering the unvarnished advisor's view of what's slow, what's missing, and what would make you faster, and you watch it get built. The better the experience you deliver, the more clients come to us on their own — and what works for your clients becomes the playbook for every advisor after you.

The kind of person who thrives here

You're excited by ownership, ambiguity, and building things that matter.

• You're a real planner, not a salesperson with a CFP. You've spent 5-10+ years advising high-net-worth clients and you think in plans, not products — retirement, tax, cash flow, the whole picture. You've handled the complicated cases: stock options, RSUs, concentrated equity, the comp structures that take real work to get right. CFP® (or well on your way) and Series 65 (or able to get it).

• You actually want the technology to be good. Most advisors treat their tools as something to tolerate. You're the opposite — you're genuinely curious about what AI can take off your plate, and you'd rather tell an engineer exactly what's slowing you down than work around it for another year. You don't need to write code; you need strong opinions and the willingness to share them.

• You build trust because the stakes are real. This is people's retirement, their kids' futures, the plans they've made for their families. You earn that over time through advice that holds up and communication that doesn't make them chase you. "Good enough" means something different when it's someone's life savings.

• You're energized by a funnel that's about to open up. Inbound is ramping fast, and that's the appeal, not the stress. You want to grow a book, and you'd rather build the relationships that come to us than spend your nights prospecting.

• You're someone people actually want to be in the room with. This is a small team, one office, five days a week, working on problems that don't have clean answers. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you're genuinely energized by this environment (not just tolerant of it).

Why now is the moment to join

This is a narrow window with unusually high leverage.

• We just came out of stealth, and we're growing fast. The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next.

• The advisor-facing product is being defined right now, by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows.

• The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is.

• The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.