Co-Founder & CEO - AI WealthTech - San Francisco

Only for registered members San Francisco, United States

1 week ago

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Job summary

Wealth management is approaching a critical inflection point with $70T intergenerational wealth transfer underway and a projected shortage of 100,000+ advisors by 2034. Today's advisors are overwhelmed by fragmented tools, nonstop headlines, and the pressure to deliver high-touch service across hundreds of clients.

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