💼 About This Role

You'll work directly with HNW clients in Des Moines, collaborating on their most important financial decisions. You'll partner with our technology team to innovate the product roadmap and ensure a magical client experience. This role offers the chance to shape the next generation of financial planning tools.

🎯 What You'll Do

• Advise HNW clients on complex financial decisions
• Collaborate with technology team to improve product roadmap
• Build client relationships and grow business
• Provide holistic financial planning and advice

📋 Requirements

• 3-5+ years of experience advising HNW individuals
• Required accreditation: Series 65, CFP, or equivalent
• Client service mindset and ownership mentality

✨ Nice to Have

• Experience with UHNW clients
• CPA certification
• Experience with digital family offices

🎁 Benefits & Perks

• 🏖️ Flexible remote work
• 📈 Equity compensation
• 🏥 Health insurance
• 💰 Retirement savings plan