Digital Wealth Partners ยท 1 day ago
Financial Advisor / Investment Advisory Representative
United States
Full-time
Remote
Senior LevelDigital Wealth Partners is a leading Registered Investment Advisor (RIA) firm specializing in digital assets while also supporting traditional finance portfolios. As a Financial Advisor, you will deliver personalized investment guidance to high-net-worth individuals and collaborate with a team to provide comprehensive financial solutions.
Asset ManagementBlockchainCryptocurrencyWealth ManagementWeb3
Responsibilities
Build, nurture, and maintain long-term client relationships by delivering tailored financial solutions that align with their unique goals and legacy aspirations
Partner with clients to develop comprehensive financial plans, incorporating disciplined investment strategies, tax management, and digital asset solutions
Collaborate with internal teams to provide holistic wealth management services, for integration of investment, estate, tax, and trust strategies
Identify opportunities to deepen client relationships and deliver premium, white-glove service to drive business growth
Uphold a culture of excellence, integrity, and client-first service in all interactions
Qualification
Required
Current/valid Series 65 (or Series 7 with Series 66), and ability to register as an IAR
Managed at least 10,000,000 USD in AUM
Proven experience as a financial advisor, with a track record of delivering exceptional client service
Strong knowledge of traditional finance portfolios; familiarity with digital assets and crypto is a plus
Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients
Ability to work independently and collaboratively in a remote or hybrid environment
Passion for innovation and staying ahead in the evolving wealth management landscape
Benefits
Competitive Compensation : Attractive salary and incentives.
Supportive Environment : Work with a collaborative team dedicated to excellence and innovation.
Career Growth : Opportunity to grow your expertise in the rapidly expanding digital asset space.
Flexibility : Remote work options available across the United States.
Company
Digital Wealth Partners
Digital Asset focused RIA
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Max Kahn
Chief Executive Officer
Erin Friez
President
Recent News
Digital Wealth Partners
2025-11-23
Company data provided by crunchbase