Harrison Gray Search has partnered with a rapidly growing digital family office seeking seasoned professionals to join their innovative team. Our client specializes in providing a magical experience for entrepreneurs, professionals, and retirees through a holistic approach and a proprietary digital platform, powered by a world-class team of financial advisors, technologists, tax professionals, and operators.
About This Role:
As a wealth advisor, you will directly address clients' most pressing financial issues and collaborate with our technology team to shape and improve our tools. Your passion for client outcomes drives you to seek ways to maximize your advisory and business-building time while minimizing back-office tasks. You have extensive experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and possess relevant accreditations (e.g., CFP, CPA, Series 65). You are eager to influence the development of next-generation tools for superior planning and advice.
You Should Have:
- 5+ years of experience advising HNW individuals
- Relevant accreditation (Series 65, CFP, or equivalent)
- A desire to impact the tools you use
- A transferable book of business
You Should Be:
- Self-starting, with the ability to work independently
- High energy and enthusiastic
- Strategically focused and business-minded
- Comfortable in a high-growth environment and adaptable to change
Working at This Firm:
Our client's work culture is designed to maximize your effectiveness. They prioritize to protect your time and potential, ensuring you focus on impactful work. You will collaborate with exceptional teammates who are dedicated to your success. With $84 trillion set to be passed on to the next generation in the coming decades, the firms that earn the trust to manage this wealth will achieve unprecedented success.
Our client is proud to be an equal opportunity employer, committed to building a diverse and inclusive culture that celebrates authenticity. They do not discriminate based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
Compensation:
Their advisors are compensated on a grid commission structure.
