Senior Wealth Advisor - Fintech Transformation Leader at Get It Recruit - Finance

Description

Join a dynamic and innovative wealth management firm that is reshaping the industry with a focus on technology and efficiency. This role involves transforming traditional advisors into fintech entrepreneurs, driving growth through automation and strategic acquisitions. Our firm is founded by experienced entrepreneurs and backed by leading venture capital firms.

As a Senior Wealth Advisor, you will significantly influence the future of wealth management from a fintech perspective. You will manage relationships and portfolios for high-net-worth clients and work closely with our Product Development and M&A teams.

Key Responsibilities

• Shape the future of wealth management with a fintech-focused approach.
• Manage and grow high-net-worth client relationships and portfolios.
• Collaborate with Product Development and M&A teams to drive innovation.
• Develop new client relationships and support business development efforts.
• Analyze client data to provide well-rounded financial advice.
• Design and implement effective long-term investment strategies.
• Provide guidance on investment, tax, retirement, estate planning, and more.
• Work with third-party service providers to enhance client offerings.
• Influence the evolution of advisor technology platforms.
• Assist in recruiting top wealth managers and training new team members.
  
  

Qualifications

• 10+ years of experience in investment advisory.
• Active client book with a strong track record.
• Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
• Passion for ownership, impact, and fintech.
• Ability to excel in a fast-paced environment.
  
  

Preferred Qualifications

• Experience with a tech company.
• Analytical or technical degree (BS or MS).
• Experience working with high-net-worth clients.
• Expertise in financial planning and proficiency with financial planning software.
• Strong organizational, analytical, and communication skills.
  
  

Benefits

• Comprehensive medical, dental, and vision plans.
• Unlimited PTO and company holidays.
• Solo 401(k) plan.
• Beautiful NYC office with stunning views.
• Competitive compensation with revenue participation and equity opportunities.
• Office meals and snacks.
• Teledoc access for convenient healthcare.
• Discounts on a variety of health services.
  
  

Employment Type: Full-Time