Job Description
📋 Description Take ownership of a portfolio of a high-net-worth clients and grow AUM. Deliver exceptional client experiences with insights and tailored solutions. Identify growth opportunities within existing relationships to expand wallet share. Lead high-impact client conversations with meetings and presentations. Collaborate with operations, investment strategy, and product teams. Maintain disciplined account oversight and ensure compliance. 🎯 Requirements 5-7+ years of experience in Wealth Advisory or related client-facing roles. Exceptional written and verbal communication with strong attention to detail. Ability to answer client questions on asset allocation, markets, and portfolios. Comfortable with high volumes of client interactions (video, phone, webinars). Cross-functional collaboration and creative thinking to drive product growth. Series 7, 63 and 65 (or 7 and 66) required. 🎁 Benefits Ownership with well-above-market equity. Competitive cash plus a strong equity package. World-class backing by top investors. High-impact, mission-driven work.
