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Sky's Edge Wealth, Ameriprise Financial LLC
Madison, Wisconsin
Woods Hole Oceanographic Institution
Woods Hole, Massachusetts
American University
Washington, D.C.
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Principal Wealth Manager
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
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