Revolutionizing the landscape of wealth management, Selby Jennings has partnered with a tech-driven company specializing in innovative software solutions. This collaboration is set to streamline processes and boost efficiency, empowering professionals to prioritize client relationships.
Shaping the Future of Fintech
As a Senior Wealth Advisor, you will be instrumental in shaping the future of the Fintech industry. Your key duties involve fostering relationships with high net worth clients, managing their portfolios, and cultivating a pipeline of potential clients. Collaboration with the M&A and Product teams is crucial for continuous platform enhancements tailored to wealth managers' needs.
Primary Duties
- Develop and maintain new client relationships while supporting business growth initiatives.
- Utilize client data to customize financial plans and investment strategies.
- Offer expertise on investments, taxes, retirement, estate planning, and other financial aspects.
- Create long-term investment strategies and oversee portfolio performance.
- Work with external specialists for holistic financial solutions.
- Identify client requirements, explain financial concepts, and devise personalized financial plans.
Requirements
*Essentials*
- Minimum of 10 years experience in investment advisory positions.
- A client portfolio of at least $25 million in transferable business.
- Certification as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
- Thrive in a dynamic and fast-paced setting.
*Desirables*
- Previous stint in a tech firm.
- Bachelor's or Master's degree in an analytical or technical field.
- Familiarity with high net worth clients and financial planning software.
Benefits and Perks
- Comprehensive health coverage encompassing medical, dental, and vision plans.
- Competitive PTO policy and paid company holidays.
- Solo 401(k) retirement plan.
- Lucrative compensation package with Revenue Participation and Equity stakes.
- Discounts on diverse healthcare services and products.
Embrace this phenomenal opportunity to redefine wealth management through innovative technology as a Senior Wealth Advisor with Selby Jennings.