Harrison Gray Search and Consulting LLC | Senior ...

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.

Created: 2024-11-26