🛠 Tech Stack

💼 About This Role

You'll manage day-to-day client service responsibilities as the first point of contact for communications and strategic recommendations. As part of a purpose-driven RIA, you'll drive client meetings and execute planning strategies in investment, tax, and estate planning. This role offers clear growth to Partner status with equity ownership.

🎯 What You'll Do

• Act as first point of contact for client communications
• Review portfolios and make strategic recommendations
• Prepare client meeting deliverables like Cash Needs Analysis
• Train and mentor team on complex planning areas

📋 Requirements

• 4+ years of experience in financial planning or wealth management
• Undergraduate degree required
• CFP, CPA, CFA, or JD required
• Baseline proficiency in Microsoft Office Suite

🎁 Benefits & Perks

• 🏖️ Unlimited PTO starting Day 1
• 💼 Equity ownership for every employee
• 🏥 Fully paid medical, dental, vision for employees
• 📈 401(k) with 100% match up to 3%
• 🎓 100% reimbursement for training, certifications, licensing

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min
4. 4Offer· 1 day

🚩 Heads Up

• Role title 'Advisor' with senior-level requirements but no clear seniority label
• In-office requirement with 'a lot of flexibility' may imply inconsistent expectations
• Extensive list of responsibilities could indicate role scope creep