FPA Job Board

OneAdvisory is building critical software infrastructure for financial advisors allowing them to spend less time on manual, repetitive tasks and more time with their clients. The independent financial advisory industry is a $80T market in the US but has seen little technological innovation. We partner with financial advisory firms to help them rapidly scale their business while giving their clients better outcomes. We are a team of former financial industry veterans, tech founders, and operators.

We’re looking for our first Wealth Manager who will help shape OneAdvisory’s wealth management strategy. As an early member of the OneAdvisory team, you will be responsible for sourcing, developing and managing client relationships. The role coordinates closely with the product and engineering teams, providing feedback to drive the OneAdvisory’s technology platform roadmap. 

Responsibilities:

• Build and develop new client relationships to support business development efforts.
• Gather and understand client objectives and needs. 
• Review and analyze a client’s current financial situation.
• Develop and present personalized financial planning recommendations.
• Implement and monitor financial planning recommendations. 
• Conduct ongoing client review meetings
• Partner with outsourced investment advisors to build, monitor, and rebalance your clients asset allocation.
• Coordinate clients financial plans with tax, estate, and accounting professionals where appropriate. 
• Provide feedback to the engineering and product team regarding development of the OneAdvisory software stack.
• Support OneAdvisory’s Business Development efforts to source, pitch, and add prospective advisors to our platform.

Qualifications:

• 10+ years of investment advisory experience
• A book of business that you actively advise today
• CFP® Professional 
• Investment Adviser Representative (Series 65)
• Someone excited to be an early team member at a high-growth fintech company
• Past experience at a technology company preferred
• Experience building or an early team member at an RIA practice

This position is remote with the expectation of team and customer meetings twice quarterly in NYC.

OneAdvisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.