Senior Wealth Advisor
1 month ago
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.
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