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Senior Wealth Advisor

1 month ago

New York, United States Harrison Gray Search Full time

Harrison Gray Search has partnered with a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience.


Our Client:


Our client empowers advisors to deliver exceptional value to their clients — on their own terms. They’re here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring.


To deliver on that goal, they’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills.


Their leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. They’re backed by top-tier venture capital firms, fintech investors, and industry leaders.


Joining our client means joining a collaborative team of entrepreneurs and builders passionate about helping their clients and teammates achieve more. If you’re the type who breaks through walls to get things done the right way, this is the company for you.


Who We’re Looking For:


We are looking for a skilled entrepreneur for a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and our client can help better manage your client's wealth, and demonstrating the unique value you can deliver together. You apply your history of success in acquiring client relationships and a comprehensive financial knowledge base to bring new clients onto the platform and serve them with excellence once they’re on board.


You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other financial advisor out there. As a pioneering member of our client’s advisor team, this is more than just a run-of-the-mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.


Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. This is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.


Qualifications:


RESPONSIBILITIES

  • Turn prospects into clients and clients into raving fans
  • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
  • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

REQUIREMENTS

  • Proven track record of success in acquiring new wealth management relationships
  • Consistently demonstrated ambition, drive, and grit
  • Expert, current knowledge of investment products and services across personal finance
  • Ability to convey financial advice with empathy, understanding, humility, and confidence
  • Passion for building a better personal finance experience
  • Series 65 or equivalent; clean U4
  • Existing Client Base

BONUS POINTS

  • CFA or CFP certification


Transitions:


Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.


Compensation:


Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. If building a 3x bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's talk.


Location:


Fully Remote. They’re a firm born in the pandemic and very comfortable with remote work. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta they can make it work.