Senior Financial Advisor – Quality Specialist jobs in United States
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Bespoke Labs · 2 days ago

Senior Financial Advisor – Quality Specialist

positionUnited States
timeContract
remoteRemote
senioritySenior Level, Lead/Staff
date10+ years exp

Bespoke Labs is seeking a seasoned Senior Financial Advisor to serve as a Quality Specialist, responsible for reviewing and validating sophisticated financial guidance. The role involves ensuring that financial recommendations are technically accurate and aligned with real-world client considerations, particularly for high-net-worth and ultra-high-net-worth clients.

Computer Software
Hiring Manager
Ahmed Riaz
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Responsibilities

Review recommendations related to debt restructuring, margin lending, and securities-backed lines of credit
Evaluate asset allocation strategies across taxable, tax-deferred, and tax-exempt accounts
Assess guidance for concentrated equity positions, including collars, prepaid forwards, and exchange funds
Validate tax-loss harvesting strategies and wash sale considerations
Review estate planning guidance including GRATs, IDGTs, QPRTs, FLPs, and charitable structures (CRTs, DAFs)
Flag issues related to AMT exposure, NIIT thresholds, and tax efficiency
Ensure liability management guidance accounts for covenant compliance and cross-collateralization risk
Identify gaps where theoretical advice falls short of real-world client considerations

Qualification

Advising HNW/UHNW clientsLiabilityDebt managementEstateGift tax planningFinancial regulatory knowledgeProfessional credentials CFPProfessional credentials CFAClient-facing financial contentEvaluating alternative investments

Required

10+ years advising HNW and UHNW clients (typically $5M+ in investable assets)
Deep expertise in liability and debt management, including structured lending and margin strategies
Hands-on experience with estate, gift, and generation-skipping tax planning
Strong understanding of 1031 exchanges, opportunity zones, and real estate investment structures
Familiarity with executive compensation planning (ISOs, NSOs, RSUs, deferred compensation, SERPs)
Series 65 or 66, or prior RIA experience
U.S.-based with strong knowledge of domestic financial and regulatory frameworks

Preferred

Professional credentials such as CFP, CFA, CPWA, or CIMA strongly preferred

Company

Bespoke Labs

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RL for Agents
location
Mountain View, California, US
people-size2-10 employees
web-link
https://bespokelabs.ai/

Funding

Current Stage
Early Stage
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