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    Senior Wealth Advisor - Los Angeles, United States - Atlas

    Atlas
    Atlas Los Angeles, United States

    1 month ago

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    Description
    Atlas is a next-gen wealth and asset management company.

    We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.


    As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at the center of everything we do.

    The wealth management industry is massive (>$50T AUM) but still archaic.

    The lack of innovation has hamstrung advisors' ability to grow their businesses and left clients feeling underwhelmed by the legacy offerings.

    Atlas aims to fix that.

    About the role

    We're looking for an entrepreneurial wealth advisor to join our team as a founding member. You will be responsible for attracting and servicing HNW clients to the Atlas platform.

    Additionally, you will provide world-class investment advice to clients and work with the Atlas investment team to build and manage customized portfolios for your clients.

    As a founding member of Atlas, you will also work closely with the product and engineering teams to build the best wealth management platform in the world, complete with every feature imaginable to run and scale your business beyond what you previously thought possible.

    This is a once a career opportunity.

    What you'll do for us

    Establish, cultivate, and enhance relationships with HNW clients
    Work with the product and engineering teams to build out the Atlas technology platform and new features
    Appear on camera in Atlas video content, boosting your personal brand
    Build and implement iterative financial plans and wealth strategies
    Maintain an in-depth understanding of financial planning, investments, and tax planning
    Be an active part of a collaborative team and share best practices
    Assist our engineering and product teams with creating product plans and roadmaps
    Research and present investment strategies
    Coordinate tax filing and estate planning

    What will set you apart

    Currently advising a $50m+ book of business
    Active designation(s) as a CFP, CPWA, CFA or similar
    5-8+ years experience in client-facing financial services roles
    Significant experience in delivering financial advice directly to consumers
    Exceptional investment acumen and knowledge of broader planning topics
    Significant experience using financial services technology is preferred but not required
    Strong organizational, leadership, and written communication skills
    BS or BA in Finance, Accounting, or other related major preferred

    Benefits

    Top-of-Market compensation, including a base salary, industry best splits on AUM fees, and equity in a hyper-growth startup.

    Comprehensive health coverage:
    Medical, dental and vision
    401k plan
    Hybrid workplace
    Technology allowance

    PTO
    Paid parental leave

    Atlas is proud to be an equal-opportunity workplace.

    We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.

    As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

    #J-18808-Ljbffr

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