SVP / VP Wealth Advisor

📋 Description

• Advise high-net-worth and ultra-high-net-worth clients directly, serving as a trusted partner on
• Build and maintain deep, long-term client relationships by understanding each client’s financial
• Deliver a holistic wealth advisory experience that brings together financial planning, investment
• Identify opportunities to grow and develop the client base through an entrepreneurial approach to
• Partner with technology and operational teams to identify opportunities to reduce administrative
• Provide practical feedback and subject-matter expertise to help shape the development of technology

🎯 Requirements

• Bring 3–5+ years of experience advising high-net-worth and/or ultra-high-net-worth clients, with a
• Hold a required professional accreditation such as Series 65, CFP, CPA, or an equivalent
• Demonstrate an entrepreneurial mindset, with the initiative and ownership required to build
• Have strong client-facing communication and relationship-building skills, with the ability to
• Demonstrate a strong commitment to client outcomes and a willingness to take responsibility for the
• Be comfortable working collaboratively with technology, operations, and other cross-functional

🎁 Benefits

• Revenue-based compensation structure as part of the overall advisor compensation package.
• Opportunity to work directly with high-net-worth and ultra-high-net-worth clients.
• High-growth digital family office environment combining experienced financial advisors
• Opportunity to influence technology and product development designed to improve the advisor and
• Entrepreneurial environment with significant ownership and autonomy.
• Opportunity to focus more time on client advisory and business development while leveraging