16 часов назад
Wealth Advisor
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Wealth Advisor (Financial Planning): Advising high-net-worth and ultra-high-net-worth clients on important financial decisions while collaborating with technology teams to improve digital wealth management tools, with an accent on holistic planning and client outcomes. Focus on delivering personalized advice, influencing the product roadmap, and reducing back-office work through better technology.
Location: Remote
Company
Digital family office providing holistic financial planning and advice through a proprietary digital platform for entrepreneurs, professionals, and retirees.
What you will do
- Advise clients on their most important financial decisions.
- Build trusted relationships with high-net-worth and ultra-high-net-worth individuals.
- Collaborate with technology specialists to improve digital wealth management tools.
- Influence the product roadmap based on evolving client financial needs.
- Spend more time advising and developing business by improving back-office workflows.
Requirements
- 3–5+ years of experience advising high-net-worth clients.
- Required accreditation such as Series 65, CFP, or an equivalent qualification.
- Experience working with high-net-worth and ultra-high-net-worth individuals.
- Entrepreneurial mindset.
Culture & Benefits
- Remote full-time role.
- Revenue-based compensation as part of the total package.
- Values ownership, accountability, velocity, intentional innovation, and grit.
- Inclusive culture focused on authenticity and equal opportunity.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
6 дней назад
Private Wealth Advisor (Private Client - Premier Brokerage)
87 400 - 123 400$
6 дней назад
Senior Private Wealth Advisor, Practice Lead – Brokerage & Premier IRA
114 000 - 165 300$
10 часов назад
Wealth Solutions Investment Advisor (Finance)
50 300 - 69 125$
5 дней назад
Lead Advisor (Wealth Management)
150 000 - 350 000$
10 часов назад
Executive Planner (Finance)
114 000 - 165 300$
6 дней назад
Senior Wealth Advisor (Finance)
120 000 - 160 000$