Private Wealth Advisor

Overview

This role supports an experienced Financial Advisor in building and growing an advisory practice with technology and operational support designed for advisors.

Responsibilities include delivering client-focused financial advice across areas such as investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management. The position also supports an advisor’s ability to run a business with maximum autonomy, including maintaining their own brand name, while leveraging AI-powered tools and back-office workflows.

Responsibilities

• Build and grow your own firm with support from the platform and resources
• Develop client relationships and expand your book of business using AI-powered prospecting and marketing tools
• Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
• Prepare and present comprehensive financial plans that simplify complexity for clients
• Design, implement, and monitor long-term investment portfolios and asset allocations
• Act as a design partner to the Product team by providing feedback that shapes the platform
• Help vet and inspire other top advisors to join the network

Requirements

• Currently operating as a financial advisor
• Series 65 or equivalent with a clean U4
• Existing, transferrable book of business
• Proven track record of client acquisition and retention

Preferred Qualifications

• CFA or CFP certification
• 10+ years of investment advisory experience
• Entrepreneurial mindset and interest in growing a practice without typical overhead

Compensation & Benefits

• Compensation range: $200K - $1M
• Industry-leading compensation with equity
• Fully supported, white-glove transition process for your existing book of business
• Dedicated marketing team to accelerate growth
• Dedicated operations team to service clients
• AI-powered software that eliminates manual, non-client-facing work
• Seamless back-office workflows built for modern advisory practices

Location

• Remote and hybrid flexibility