Wealth Advisor, SVP

📋 Description

• Manage and grow a book of high-net-worth clients with proactive guidance.
• Deliver exceptional client experiences with tailored financial insights.
• Identify growth opportunities, expand wallet share, cross-sell services.
• Lead high-impact client conversations with meetings and presentations.
• Collaborate with internal teams to ensure seamless advice delivery.
• Maintain disciplined account oversight, track activity and compliance.

🎯 Requirements

• 7-8+ years in wealth advisory, asset management, or client-facing investment roles.
• Exceptional written and verbal skills with meticulous attention to detail.
• Strong ability to answer client questions on asset allocation and markets.
• Comfortable with high-volume client interactions (video/phone, webinars).
• Cross-functional thinker with a creative approach to product growth.
• Series 7, 63 and 65 (or 7 and 66) required.

🎁 Benefits

• Equity with competitive terms.
• Bonus eligibility.
• Backed by leading investors (a16z, Sam Altman) and a fast-growing team.