Wealth Advisor

📋 Description

• Own end-to-end client relationships from engagement to portfolio oversight.
• Deliver highly personalized advice and build enduring client relationships.
• Collaborate with a tech-forward team and uphold fiduciary standards.
• Provide comprehensive financial planning and investment implementation.
• Maintain regular client engagement with quarterly touchpoints and reviews.
• Coach on tax, estate, education, RSUs/ISOs; coordinate with COIs for integrated advisory.

🎯 Requirements

• Minimum 5 years in financial services; CFP/CFA/CPA or similar designation preferred.
• Independently manage multiple client relationships, deliver planning, and convert warm leads.
• Strong knowledge of investment allocation, portfolio construction, and fiduciary duties.
• Exceptional verbal and written communication across multiple mediums.
• Proficiency in Google Workspace and comfort with new financial technology.
• Willingness to obtain Series 65 within one month of hire.

🎁 Benefits

• 4% 401(k) match; employer-paid life and disability insurance; FSA/HSA plans.
• Flexible vacation, 11 paid holidays, annual company shutdown; sabbatical after 5 years.
• Health, dental, and vision insurance; mental health support; CFP access via Northstar.
• New Parent Leave, ERGs, and Impact Time (8 hours paid volunteer time per quarter with company match).
• Monthly stipends for Wellness, Cell Phone, and WiFi (remote employees).
• In-office NYC for first two years; remote eligibility thereafter based on performance.