Wealth Advisor, Associate

📋 Description

• Manage and grow your book of high-net-worth clients with proactive guidance.
• Deliver exceptional client experiences with tailored investment insights.
• Identify growth opportunities within existing relationships to grow wallet share.
• Lead high-impact client conversations with meetings and presentations.
• Collaborate cross-functionally with operations, investment strategy, and product teams.
• Maintain disciplined account oversight, portfolio monitoring, and reporting/compliance.

🎯 Requirements

• 4-6+ years of experience in Wealth Advisory or related client-facing roles.
• Exceptional written and communication skills with attention to detail.
• Demonstrated ability to handle client questions on asset allocation and market views.
• Comfortable with high volumes of client interactions (video/phone, webinars).
• Strong ability to work cross-functionally and drive product growth.
• Series 7, 63 and 65 (or Series 7 and 66) required.

🎁 Benefits

• Legacy-defining vision and meaningful impact.
• AI-enabled, personalized wealth management.
• Ownership with equity and strong compensation.
• World-class backing from top investors.
• Hands-on, collaborative, high-tempo culture.