Wealth Advisor

As a wealth advisor, you'll work directly with clients and partner with our technology team to innovate our product roadmap and deliver a magical experience to clients. You'll be responsible for making important financial decisions and want to access the next generation of tools for providing better planning and advice to your clients.

Requirements

• 3-5+ years of experience advising HNW+
• Required accreditation (Series 65, CFP, or equivalent)
• An entrepreneurial mindset

Benefits

• Revenue based compensation structure