As a Wealth Advisor, you will guide clients in financial decisions, collaborate with tech teams, and innovate client solutions, leveraging significant experience with HNW individuals.

Build and run an always-on outbound motion to source qualified financial advisors. Own sequencing, enrichment, tooling evaluation (HubSpot, Clay, FINTRX, outreach tools), write high-performing outreach, book qualified meetings, and report/iterate with recruiting and marketing.

The Wealth Advisor partners with clients on financial decisions, leveraging technology to innovate solutions while focusing on HNW and UHNW clients' needs.