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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
What will set you apart
Benefits
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.
Full Time
$101k-134k (estimate)
06/27/2024
07/16/2024
HOUMA, LA
100 - 200
2008
WALTON BOUDREAUX
$10M - $50M
Consumer Services