Wealth Advisor

The role 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.

What you'll own 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. You're someone people actually want to be in the room with. This is a small team, one office, five days a week, working on problems that don't have clean answers. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you're genuinely energized by this environment (not just tolerant of it). Why now is the moment to join This is a narrow window with unusually high leverage. We just came out of stealth, and we're growing fast.

The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next. The advisor-facing product is being defined right now , by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows. The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is. The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.