Job Description

Job Description

Job Description

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.

About the Firm:

• Transforms advisors into fintech entrepreneurs.
• Emphasizes automation and efficiency to enhance client interactions.
• Grows by acquiring and enhancing traditional wealth management firms.
• Founded by seasoned entrepreneurs with extensive VC-backed experience.
• Supported by top VC firms and industry executives.

Role:

• Shape the future of wealth management through a fintech perspective.
• Manage high-net-worth client relationships and portfolios.
• Collaborate with Product Development and M&A teams.
• Develop new client relationships and support business development.
• Analyze client data and provide comprehensive financial advice.
• Design and implement long-term investment strategies.
• Advise on investment, tax, retirement, estate planning, and more.
• Collaborate with third-party service providers.
• Influence the development of advisor technology platforms.
• Assist in recruiting top wealth managers and training new staff.

Requirements:

• 10+ years in investment advisory.
• Active client book.
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Passion for ownership and impact.
• Interest in fintech.
• Ability to thrive in a fast-paced environment.

Nice to have:

• Experience at a tech company.
• Analytical or technical degree (BS or MS).
• Experience with high-net-worth clients.
• Expertise in financial planning.
• Proficient with financial planning software.
• Strong organizational, analytical, and communication skills.

Benefits:

• Top-tier medical, dental, and vision plans.
• Unlimited PTO and company holidays.
• Solo 401(k).
• NYC office with stunning views.
• Competitive compensation with revenue participation and equity.
• Office meals and snacks.
• Teledoc access.
• Discounts on various health services.

This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

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