💼 About This Role

You'll support U.S. clients in developing sophisticated financial plans and constructing multi-asset portfolios. You'll educate clients on investment options and market outlooks, building strong relationships in an online environment. This role offers the chance to work with a diverse team shaping the future of finance.

🎯 What You'll Do

• Meet with clients to understand financial goals and risk tolerance.
• Develop tailored financial plans and multi-asset portfolio strategies.
• Manage client portfolios including implementation and monitoring.
• Educate clients on investment options and market outlooks.

📋 Requirements

• Hold Series 65, Series 7+66, or CFP/CFA/ChFC designation.
• Minimum 13 years of experience delivering comprehensive financial plans.
• Strong understanding of portfolio construction and asset allocation.
• No disqualifying criminal or regulatory history.

✨ Nice to Have

• Knowledge of life insurance and annuities.
• Prior registration as an Investment Adviser Representative.
• Location in Bay Area or New York.

🎁 Benefits & Perks

• 🏖️ 17 days PTO annually
• 💰 Competitive salary with equity
• 🏥 Robust health insurance for you and family
• 👶 20 weeks parental leave
• 📈 High deductible health plan with HSA contribution

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Application Review· 1 week
2. 2Phone Screen· 30 min
3. 3Technical Interview· 1 hour