Private Wealth Advisor (Fintech)

TL;DR

Private Wealth Advisor (Fintech): Providing high-touch, personalized financial planning and investment strategies for an elite client base with an accent on relationship management and strategic planning. Focus on delivering tailored financial advice, managing outreach campaigns, and optimizing investment portfolios to achieve clients' financial goals.

Location: Must reside within the San Francisco/Bay Area region and be able to meet clients in person when needed.

Salary: $104,800 - $148,075

Company

A financial services firm focused on transforming financial lives through advice, people, and technology.

What you will do

• Manage proactive and reactive client engagements for onboarding, financial planning, and investor education.
• Lead clients through financial planning milestones and strategic outreach campaigns.
• Collaborate with advisory teams to grow and maintain long-term relationships with high-value clients.
• Provide comprehensive financial planning and analysis tailored to individual client needs.
• Recommend and implement investment strategies aligned with risk tolerance and financial objectives.
• Collaborate with Portfolio Management to handle customization and client requests.

Requirements

• Bachelor's Degree in Business or a related discipline.
• 5+ years of experience in financial services and client experience.
• FINRA Series 65 license is required.
• Must be authorized to work in the U.S. without sponsorship (no CPT/OPT).
• Deep knowledge of wealth management, tax optimization, and estate planning.
• FINRA fingerprinting requirement.

Nice to have

• CFP (Certified Financial Planner) certification.

Culture & Benefits

• 401(k) plan with up to 6% company matching contributions.
• Comprehensive medical, dental, vision, and life insurance.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and short/long-term disability programs.