Confidential ยท 11 hours ago
Wealth Management Advisor
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expConfidential is a fast-growing, digital-first wealth management platform modernizing how financial advisors serve clients. They are seeking a Senior Wealth Advisor to manage and grow high-net-worth client relationships while influencing the future of their technology-driven platform.
Marketing & Advertising
Responsibilities
Transition and manage an existing client book of business of at least $25M in AUM
Develop, retain, and grow long-term relationships with high-net-worth clients
Generate new client opportunities through referrals and platform-supported business development
Serve as the primary trusted advisor across comprehensive wealth management needs
Gather and analyze quantitative and qualitative client data to define financial objectives
Deliver holistic advice across:
Investment strategy and portfolio construction
Tax planning and tax-efficient investing
Retirement and estate planning
Equity compensation and stock options
Charitable giving strategies
Insurance and risk management
Design, implement, and monitor customized investment strategies and asset allocations
Partner with third-party professionals in tax, trust & estate, and insurance to deliver integrated solutions
Provide direct feedback to Product Development on advisor and client workflow pain points
Support advisor growth initiatives, including helping source, evaluate, and onboard additional advisors
Mentor and support newly onboarded advisors
Qualification
Required
10+ years of experience as a Wealth Advisor or Investment Advisor
Ability to bring and transition a minimum of $25M in AUM
Active book of business currently under management
Properly licensed Investment Adviser Representative (Series 65 or Series 7 & 66)
Strong expertise in comprehensive financial planning and portfolio management
Entrepreneurial mindset with a desire for ownership and impact
Comfortable operating in a fast-paced, fintech-driven environment
Preferred
Experience advising clients with investable assets exceeding $1 million
Prior experience within fintech, RIA, or technology-enabled wealth platforms
Bachelor's or Master's degree in a technical, analytical, or finance-related field
Specialized expertise in at least one planning area (tax, estate, retirement, equity compensation, etc.)
Experience using financial planning and portfolio management software
Benefits
Comprehensive medical, dental, and vision coverage
Unlimited PTO and paid company holidays
Solo 401(k)
Telemedicine access for employees and families
Wellness and lifestyle discounts
Company
Confidential
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Silicon Valley, California US, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Roshan Syed
Global Talent Partner
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