VeroSkills

Overview:
This role is designed for an experienced financial advisor ready to manage high-net-worth client relationships within a technology-enabled wealth management platform. Advisors in this position bring a portable book of business and operate with a high degree of autonomy while contributing to platform growth and innovation. The ideal candidate thrives in a fast-paced environment and has a strong interest in fintech-driven advisory models.

Responsibilities:
- Develop and manage long-term relationships with high-net-worth clients, providing guidance on investment strategy, tax planning, retirement, estate planning, insurance, and risk management
- Design, implement, and monitor customized investment portfolios and asset allocations tailored to individual client goals
- Grow your practice by developing relationships with qualified prospects and maintaining a portable book of business
- Collaborate with internal teams to provide feedback on advisor and client needs, and support onboarding and mentorship of new advisors

Requirements:
- 5+ years of investment advisory experience working with high-net-worth clients
- Active, portable book of business
- Series 65 or Series 7 + 66 (or equivalent licensure)
- Strong interest in fintech and modern advisor platforms, with the ability to operate effectively in a dynamic, fast-moving environment