Senior Wealth Advisor

4 days ago

New York, NY, United States Harrison Gray Search and Consulting LLC Full time

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.

About the Firm:

  • Transforms advisors into fintech entrepreneurs.
  • Emphasizes automation and efficiency to enhance client interactions.
  • Grows by acquiring and enhancing traditional wealth management firms.
  • Founded by seasoned entrepreneurs with extensive VC-backed experience.
  • Supported by top VC firms and industry executives.
Role:
  • Shape the future of wealth management through a fintech perspective.
  • Manage high-net-worth client relationships and portfolios.
  • Collaborate with Product Development and M&A teams.
  • Develop new client relationships and support business development.
  • Analyze client data and provide comprehensive financial advice.
  • Design and implement long-term investment strategies.
  • Advise on investment, tax, retirement, estate planning, and more.
  • Collaborate with third-party service providers.
  • Influence the development of advisor technology platforms.
  • Assist in recruiting top wealth managers and training new staff.
Requirements:
  • 10+ years in investment advisory.
  • Active client book.
  • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
  • Passion for ownership and impact.
  • Interest in fintech.
  • Ability to thrive in a fast-paced environment.
Nice to have:
  • Experience at a tech company.
  • Analytical or technical degree (BS or MS).
  • Experience with high-net-worth clients.
  • Expertise in financial planning.
  • Proficient with financial planning software.
  • Strong organizational, analytical, and communication skills.
Benefits:
  • Top-tier medical, dental, and vision plans.
  • Unlimited PTO and company holidays.
  • Solo 401(k).
  • NYC office with stunning views.
  • Competitive compensation with revenue participation and equity.
  • Office meals and snacks.
  • Teledoc access.
  • Discounts on various health services.


This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

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