Job Description
📋 Description Manage and grow a book of high-net-worth clients with proactive guidance. Deliver exceptional client experiences with tailored financial insights. Identify growth opportunities, expand wallet share, cross-sell services. Lead high-impact client conversations with meetings and presentations. Collaborate with internal teams to ensure seamless advice delivery. Maintain disciplined account oversight, track activity and compliance. 🎯 Requirements 7-8+ years in wealth advisory, asset management, or client-facing investment roles. Exceptional written and verbal skills with meticulous attention to detail. Strong ability to answer client questions on asset allocation and markets. Comfortable with high-volume client interactions (video/phone, webinars). Cross-functional thinker with a creative approach to product growth. Series 7, 63 and 65 (or 7 and 66) required. 🎁 Benefits Equity with competitive terms. Bonus eligibility. Backed by leading investors (a16z, Sam Altman) and a fast-growing team.
