Wealth Advisor

The role

You will own the end to end client relationship for high-net-worth clients. You will provide comprehensive planning including retirement, tax strategy, equity compensation, cash flow, and investments. You will also provide feedback to product and engineering teams to shape the platform.

What you will do

• Own the client relationship as the primary advisor for high-net-worth clients
• Provide comprehensive planning including retirement, tax strategy, equity compensation, cash flow, and investments
• Handle complicated compensation cases like stock options, RSUs, and concentrated equity
• Shape the platform by providing feedback to engineering and product teams
• Turn inbound marketing interest into long-term relationships

Required qualifications

• 5-10+ years advising high-net-worth clients
• Experience with stock options, RSUs, and concentrated equity
• CFP® or well on your way
• Series 65 or able to get it

Benefits

• Equity

About the company

Arca is a wealth management firm built from the ground up with AI. They are rebuilding the wealth management business using a platform designed to automate low-leverage work for advisors.