Advisor

Overview

This role serves as an Advisor supporting client advisory services and overseeing the client service team.

• Location: Virtual
• Reports To: Spencer Ogden

Responsibilities

Client Experience & Relationship Management

• Provide advice to clients across areas such as portfolio, tax coordination, and inheritance planning, including coordination with the client’s professionals.
• Collaborate with the investment team to translate strategy and performance into clear, relatable client communication.
• Develop and execute a consistent, proactive client experience that includes regular outreach, with a specific focus on top-tier clients.

Leadership & Team Development

• Build processes and systems that scale with the firm’s growth to ensure a consistent client experience.
• Manage the client service team’s day-to-day work and accountability.

Operational

• Ensure client-facing and operational steps—from trades to documentation—are executed accurately and consistently.

Requirements

• 6–10 years in wealth management, private client advisory, or a comparable RIA or family office, with direct ownership of client relationships.
• Experience advising business owners or entrepreneurial families.
• Series 65/66 or eligibility for IAR registration required.
• Has built or materially improved a repeatable client service process.

Preferred Qualifications

• EOS experience (a plus).

Competencies

• Proactive, trust-building communication with clients.
• Deep understanding of the organization’s investment philosophy.
• Execution across trading, account management, and follow-up.
• Builds processes that scale and ensure consistency.
• Clear written communication for both internal and external audiences.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Virtual