What are the responsibilities and job description for the SVP, Wealth Advisor position at Harrison Gray Search?
Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience.
About Our Client :
Our client is dedicated to empowering financial advisors to deliver exceptional value to their clients—on their own terms. They provide established advisors with the tools they need to grow, from advanced technology and client support to marketing resources and mentorship.
To achieve this, they’ve redefined the wealth management platform, enabling clients to effortlessly connect with advisors, communicate on their terms, and manage every aspect of their financial lives in one convenient place. Their platform also helps clients maximize their savings and reduce tax burdens automatically.
Their team includes leaders and innovators from the private wealth industry, blending traditional wealth management expertise with fintech and advanced technology. Supported by top-tier venture capital firms, fintech investors, and industry leaders, they are driving a new era in financial services.
Joining our client means becoming part of a collaborative, entrepreneurial team passionate about empowering both clients and colleagues to achieve more. If you’re someone who finds creative solutions to challenges and is committed to excellence, this is the place for you.
Who We’re Looking For :
We’re seeking a driven entrepreneur to join a client-centric business supported by modern tools and technology. This role offers maximum autonomy to grow your client base and deliver exceptional service. You’ll identify client needs, demonstrate how you and our client can better manage their wealth, and showcase the unique value you can deliver together.
Drawing on your proven success in acquiring and managing client relationships, as well as your broad financial expertise, you’ll bring new clients onto the platform and provide outstanding service once they’re onboard.
You’ll have the full support of technology that streamlines prospecting, eliminates operational and administrative burdens, and sets you apart from other financial advisors. As a foundational member of the advisor team, this isn’t just another wealth management role—it’s an opportunity to shape the company’s future and revolutionize the wealth management industry.
Successful candidates are ambitious, resilient, and passionate about delivering exceptional client experiences. This is a rare opportunity to help redefine wealth management and enjoy the rewards of being part of an innovative, game-changing organization.
Qualifications : RESPONSIBILITIES
- Turn prospects into clients and clients into raving fans
- Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
- Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
PREFERRED QUALIFICATIONS
Transitions :
Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
Compensation :
Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity.
This opportunity is fully remote within the United States.
