Senior Wealth Advisor with a Fast Growing Fintech RIA

Job Description

Job Description

Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a  Senior Wealth Advisor   with a transferable book of business  f or their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.

Senior Wealth Advisor Responsibilities :

• Develop and manage relationships with high-net-worth clients while cultivating new business opportunities.
• Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
• Design and implement tailored long-term investment strategies, adjusting portfolios as needed.
• Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
• Influence product development by sharing insights on advisor and client needs.
• Support business growth by recruiting top talent and onboarding new financial advisors to the platform.

Senior Wealth Advisor Requirements :

Senior Wealth Advisor Benefits :

If you’re ready to take your career to the next level and play a key role in the future of wealth management, we’d love to hear from you!