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Senior Financial Advisor - Remote

unlimited holidays - extra holidays - extra parental leave - long remote period allowed
Remote: 
Full Remote
Contract: 
Full time
Salary: 
100 - 500K yearly
Experience: 
Expert & Leadership (>10 years)
Work from: 
United States

Offer summary

Qualifications:

Seasoned wealth advisor with 10+ years experience, Relevant investment advisor certifications, Passion for FinTech industry, Ability to thrive in fast-paced environment.

Key responsabilities:

  • Cultivate new client relationships
  • Provide expert advice on financial strategies
  • Design personalized investment portfolios
  • Contribute to product enhancements and recruitment efforts
Spark Talent HQ logo
Spark Talent HQ Hrtech: Human Resources + Technology Small startup https://www.sparktalenthq.com/
2 - 10 Employees
About Spark Talent HQ
Spark Talent HQ is a boutique executive recruiting firm, dedicated to finding candidates who are not just qualified, but who also perfectly align with your business vision and culture. Serving a diverse clientele, from burgeoning media and marketing agencies to leading CPG companies, we offer highly personalized services. Our approach is tailored to both candidates and clients, ensuring a precise match for your specific needs. For companies aiming to expand their teams, our role is pivotal. We specialize in sourcing and recruiting candidates who embody innovation and forward-thinking, matching them with roles and companies where they can truly shine. With nearly two decades of experience, we understand the uniqueness of each search. Our strength lies in our deep engagement with our clients, understanding their work culture and needs. This insight is crucial for us to connect you with talent that doesn't just fill a position, but actively contributes to your business's growth and evolution. ROLES WE FILL IN DIGITAL MARKETING/MEDIA/ADVERTISING Account Management - Analytics - Brand Strategy - Consumer & Data Insights - E-Commerce - Marketing - Media Buyer/Planner - Mobile - OOH Digital - Programmatic - Paid Search - Paid Social - Performance Mktg - Sales (Inside and Outside) -SEM/SEO - Shopper Marketing ROLES WE FILL IN FINANCE: Traders - Quant, Equity, Derivatives, Fixed Income, Futures, Risk Arb, Electronic Trading, Financial Analysts, Portfolio Managers CONTACT: Karen Surgent, Founder/Executive Recruiter karen@sparktalentHQ.com 732-977-7777
See more Spark Talent HQ offers

Job description

Senior Financial Advisor
$100,000 to $500,000

About the Company

This leading FinTech company is revolutionizing wealth management through innovative technology. Their software empowers financial advisors to streamline tasks and maximize efficiency, allowing them to focus on building strong client relationships.

The company boasts a seasoned team of entrepreneurs with a proven track record of success. They have over two decades of combined experience at industry giants. The company is backed by top-tier venture capital firms and a distinguished advisory board of wealth management veterans.

The Senior Wealth Advisor Role

The Senior Wealth Advisor plays a pivotal role in shaping the future of FinTech-powered wealth management. This high-impact position offers the chance to thrive in a dynamic environment, actively managing client portfolios and relationships.

The ideal candidate will:

  • Cultivate new client relationships and support business development initiatives.
  • Collaborate with clients to understand their financial goals and objectives.
  • Provide expert advice on investment strategies, tax planning, retirement planning, and more.
  • Design and monitor personalized investment portfolios.
  • Partner with product development and M&A teams to inform platform enhancements.
  • Contribute to advisor recruitment efforts.

Qualifications

  • A seasoned wealth advisor with 10+ years of experience.
  • A strong existing book of active clients.
  • Relevant investment advisor certifications.
  • A passion for ownership and impactful contributions.
  • Enthusiasm for the FinTech industry.
  • The ability to thrive in a fast-paced environment.

Preferred Skills

  • Prior experience at a technology company.
  • Analytical or technical degree.
  • Experience with high-net-worth clients ($1 million+ assets).
  • Expertise in a key area of financial planning.
  • Proficiency with financial planning software.
  • Excellent communication, problem-solving, and organizational skills.

Benefits

The company offers a comprehensive benefits package including:

  • Top-tier medical, dental, and vision insurance.
  • Generous paid time off and company holidays.
  • 401(k) plan.
  • Prime NYC office with stunning views.
  • Competitive compensation package with revenue sharing and equity opportunities.
  • Free meals, snacks, and telemedicine access.
  • Attractive discounts on various services.
  • Dedicated health advocate support.

Be part of the future of wealth management!

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Retirement PlanningCustomer Relationship ManagementTax PlanningInvestment StrategyFinancial Software

Other Skills

  • Verbal Communication Skills
  • Collaboration
  • Analytical Skills
Are you interested?

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