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Senior Wealth Advisor

4 months ago

Los Angeles, United States Atlas Full time

Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.


As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at the center of everything we do. 


The wealth management industry is massive (>$50T AUM) but still archaic. The lack of innovation has hamstrung advisors' ability to grow their businesses and left clients feeling underwhelmed by the legacy offerings. Atlas aims to fix that. 


About the role


We’re looking for an entrepreneurial wealth advisor to join our team as a founding member. You will be responsible for attracting and servicing HNW clients to the Atlas platform. Additionally, you will provide world-class investment advice to clients and work with the Atlas investment team to build and manage customized portfolios for your clients. 

As a founding member of Atlas, you will also work closely with the product and engineering teams to build the best wealth management platform in the world, complete with every feature imaginable to run and scale your business beyond what you previously thought possible. 


This is a once a career opportunity. 


What you’ll do for us


  • Establish, cultivate, and enhance relationships with HNW clients
  • Work with the product and engineering teams to build out the Atlas technology platform and new features
  • Appear on camera in Atlas video content, boosting your personal brand 
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning


What will set you apart


  • Currently advising a $50m+ book of business
  • Active designation(s) as a CFP, CPWA, CFA or similar
  • 5-8+ years experience in client-facing financial services roles
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology is preferred but not required
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred


Benefits


  • Top-of-Market compensation, including a base salary, industry best splits on AUM fees, and equity in a hyper-growth startup. 
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Hybrid workplace
  • Technology allowance
  • PTO
  • Paid parental leave


Atlas is proud to be an equal-opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.