Wealth Advisor, Associate

Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.

At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.

We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.

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• 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles

• Exceptional written and communication skills along with an acute attention to details

• Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)

• Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)

• Strong ability to work cross functionally and think creatively to drive product growth

• Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis

• Proficiency with basic financial modeling in Microsoft Excel

• You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.

• You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.

• Series 7, 63 and 65 (or Series 7 and 66) required