As a Wealth Advisor, you own the client relationship end to end — the planning, the advice, the trust built over years. What's different here is what you don't have to do. The platform takes the busywork that eats most advisors' days, so your time goes where it matters: sitting with a client, understanding what they're actually worried about, and coming back with advice that fits their life. And the clients are coming — we're ramping marketing, inbound is about to grow fast, and your job is to meet it.
You'll work out of our NYC office, next to the engineers building the tools you use. That's not a perk, it's the job. You're one of the first advisors on the platform, which means you shape it: you give product and engineering the unvarnished advisor's view of what's slow, what's missing, and what would make you faster, and you watch it get built. The better the experience you deliver, the more clients come to us on their own — and what works for your clients becomes the playbook for every advisor after you.
The client relationship. You're the primary advisor for high-net-worth clients who find us through marketing — the person they call, the one who knows their whole financial picture and what they're trying to do with it.
Comprehensive planning. Retirement, tax strategy, equity compensation, cash flow, investments — the full plan, not a slice of it. Many of these clients have complicated compensation (stock options, RSUs, concentrated equity) that takes real expertise to handle well.
Shaping the platform. You sit with engineering and product and tell them the truth about what advisors actually need. You have direct influence over what gets built and in what order.
Growth that compounds. As marketing fills the funnel, you turn inbound interest into long-term relationships — and the patterns you set become the foundation every advisor after you builds on.
The kind of person who thrives here
You're excited by ownership, ambiguity, and building things that matter.
You're a real planner, not a salesperson with a CFP. You've spent 5-10+ years advising high-net-worth clients and you think in plans, not products — retirement, tax, cash flow, the whole picture. You've handled the complicated cases: stock options, RSUs, concentrated equity, the comp structures that take real work to get right. CFP® (or well on your way) and Series 65 (or able to get it).
You actually want the technology to be good. Most advisors treat their tools as something to tolerate. You're the opposite — you're genuinely curious about what AI can take off your plate, and you'd rather tell an engineer exactly what's slowing you down than work around it for another year. You don't need to write code; you need strong opinions and the willingness to share them.
You build trust because the stakes are real. This is people's retirement, their kids' futures, the plans they've made for their families. You earn that over time through advice that holds up and communication that doesn't make them chase you. "Good enough" means something different when it's someone's life savings.
You're energized by a funnel that's about to open up. Inbound is ramping fast, and that's the appeal, not the stress. You want to grow a book, and you'd rather build the relationships that come to us than spend your nights prospecting.
