AI Registered Financial Advisor - Chicago

📋 Description

• Client acquisition and AUM growth.
• Personalized financial advice aligned with the AI resilience thesis.
• Collaboration with fund management to refine thesis.
• Client education and thought leadership on AI and markets.
• Continuous learning and market intelligence for risk awareness.

🎯 Requirements

• Active RIA or Series 65/66 licensure required, with a clean regulatory record.
• Proven ability to acquire and grow client relationships.
• 5+ years of experience in financial advisory or wealth management.
• Comfort operating in ambiguous, evolving domains.
• Strong written and verbal communication skills.

🎁 Benefits

• Remote position open to US-based candidates.
• Occasional travel for client meetings and events.
• Must maintain active RIA or Series 65/66 licensure.