Spark Talent HQ

Senior Financial Advisor

Spark Talent HQ

full-time

Posted on:

Location Type: Remote

Location: New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $100,000 - $500,000 per year

Job Level

Senior

About the role

  • Cultivate new client relationships and support business development initiatives.
  • Collaborate with clients to understand their financial goals and objectives.
  • Provide expert advice on investment strategies, tax planning, retirement planning, and more.
  • Design and monitor personalized investment portfolios.
  • Partner with product development and M&A teams to inform platform enhancements.
  • Contribute to advisor recruitment efforts.

Requirements

  • A seasoned wealth advisor with 10+ years of experience.
  • A strong existing book of active clients.
  • Relevant investment advisor certifications.
  • A passion for ownership and impactful contributions.
  • Enthusiasm for the FinTech industry.
  • The ability to thrive in a fast-paced environment.
  • Prior experience at a technology company (preferred).
  • Analytical or technical degree (preferred).
  • Experience with high-net-worth clients ($1 million+ assets) (preferred).
  • Expertise in a key area of financial planning (preferred).
  • Proficiency with financial planning software (preferred).
  • Excellent communication, problem-solving, and organizational skills (preferred).
Benefits
  • Top-tier medical, dental, and vision insurance.
  • Generous paid time off and company holidays.
  • 401(k) plan.
  • Prime NYC office with stunning views.
  • Competitive compensation package with revenue sharing and equity opportunities.
  • Free meals, snacks, and telemedicine access.
  • Attractive discounts on various services.
  • Dedicated health advocate support.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment strategiestax planningretirement planningfinancial planningportfolio designanalytical skillstechnical skillsexpertise in financial planning
Soft Skills
communicationproblem-solvingorganizational skillsownershipenthusiasmability to thrive in fast-paced environment
Certifications
investment advisor certifications