Treasury Advisor

📋 Description

• Serve as fiduciary advisor to individuals, founders, executives, and business owners.
• Conduct financial planning, investment, retirement, tax-aware, and cash management discussions.
• Develop long-term client relationships through proactive advice and service.
• Deliver personalized investment recommendations aligned with clients' goals and risk tolerance.
• Partner with banking, treasury, lending, and product teams for holistic financial solutions.
• Educate clients on digital wealth management tools and fintech capabilities.

🎯 Requirements

• Active Series 65 license (or equivalent as an Investment Adviser Representative).
• 3–7+ years of experience in wealth management, financial planning, or investment advisory.
• Experience working within a Registered Investment Adviser (RIA).
• Strong knowledge of investment products, portfolio construction, retirement planning, and financial planning.
• Excellent relationship management and communication skills.
• Ability to thrive in a fast-paced, technology-driven environment.

🎁 Benefits

• Equity
• Healthcare benefits
• Paid time off