Selby Jennings has partnered with a tech driven wealth management firm that builds software to automate and efficiency for wealth managers so they are then able to focus more on building relationships with their clients.
The Role
The Senior Wealth Advisor role is a critical role to the business and they shape themselves in the Fintech industry. In this role you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating a pipeline of qualified high net worth prospective clients. You will also work closely with M&A and Product team to ensure the platform is continuously improving and attractive to wealth managers like yourself.
What You'll Do
- Develop new client relationships and support BD efforts.
- Gather client data to understand and define their financial planning and investment needs/ objectives.
- Advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
- Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
- Work with third-party providers in tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively.
- Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
Qualifications:
Must Have
- 10+ years of investment advisory experience
- An existing client book of business that you actively advise today ($25M in transferable business)
- Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
- Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously
Bonuses:
- Past professional experience at a tech company
- BS or MS in an analytical or technical degree
- Experience working with clients whose assets are in excess of $1 million
- Depth of knowledge in at least one key area of financial planning
- Experience working with financial planning software
Benefits We Provide
- Medical, dental, and vision plans
- Unlimited PTO + paid company holidays
- Solo 401(k)
- Competitive total compensation package comprised of Revenue Participation and Equity
- Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
