Job Description
📋 Description Manage and grow your book of high-net-worth clients with proactive guidance. Deliver exceptional client experiences with tailored investment insights. Identify growth opportunities within existing relationships to grow wallet share. Lead high-impact client conversations with meetings and presentations. Collaborate cross-functionally with operations, investment strategy, and product teams. Maintain disciplined account oversight, portfolio monitoring, and reporting/compliance. 🎯 Requirements 4-6+ years of experience in Wealth Advisory or related client-facing roles. Exceptional written and communication skills with attention to detail. Demonstrated ability to handle client questions on asset allocation and market views. Comfortable with high volumes of client interactions (video/phone, webinars). Strong ability to work cross-functionally and drive product growth. Series 7, 63 and 65 (or Series 7 and 66) required. 🎁 Benefits Legacy-defining vision and meaningful impact. AI-enabled, personalized wealth management. Ownership with equity and strong compensation. World-class backing from top investors. Hands-on, collaborative, high-tempo culture.
