Wealth Advisor — AI-Driven, Client-First Planning

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

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.