Wealth Advisor, VP

📋 Description

• Take ownership of a portfolio of a high-net-worth clients and grow AUM.
• Deliver exceptional client experiences with insights and tailored solutions.
• Identify growth opportunities within existing relationships to expand wallet share.
• Lead high-impact client conversations with meetings and presentations.
• Collaborate with operations, investment strategy, and product teams.
• Maintain disciplined account oversight and ensure compliance.

🎯 Requirements

• 5-7+ years of experience in Wealth Advisory or related client-facing roles.
• Exceptional written and verbal communication with strong attention to detail.
• Ability to answer client questions on asset allocation, markets, and portfolios.
• Comfortable with high volumes of client interactions (video, phone, webinars).
• Cross-functional collaboration and creative thinking to drive product growth.
• Series 7, 63 and 65 (or 7 and 66) required.

🎁 Benefits

• Ownership with well-above-market equity.
• Competitive cash plus a strong equity package.
• World-class backing by top investors.
• High-impact, mission-driven work.