Harrison Gray Search has partnered with a premier, venture-backed wealth management platform dedicated to modernizing the delivery of financial advice. Their mission is to empower experienced advisors to build their dream practices by removing the administrative and "back-office" burdens that typically hinder growth. By integrating proprietary AI-powered tools and automated workflows, they allow you to focus on the core of your business: your clients.

The Opportunity

As a Financial Advisor on our client's platform, you will operate your own client-first business with maximum autonomy, supported by a sophisticated infrastructure built specifically for the modern era. The firm has replaced clunky planning tools and tedious paperwork with a seamless digital ecosystem designed to help you scale faster than traditional RIAs allow.

What You Will Do:

• Build Your Legacy: Grow and lead your own firm, fully powered by our client's institutional-grade platform and resources.
• Leverage Modern Growth Tools: Scale your book of business using AI-driven prospecting, automated marketing, and lead-generation support.
• Provide Holistic Advice: Act as a lead advisor across investment strategy, tax planning, retirement, estate planning, equity compensation, and risk management.
• Simplify Complexity: Utilize advanced planning software to present comprehensive, intuitive financial roadmaps to high-net-worth clients.
• Influence the Future: Serve as a strategic partner to their internal Product and Engineering teams, where your direct feedback shapes the evolution of the technology.
• Network Leadership: Help vet and inspire other elite advisors to join this high-growth team.

What You Bring:

• Current Practice: You are currently operating as a financial advisor.
• Licensing: Active Series 65 (or equivalent) with a clean U4.
• Existing Book: A proven, transferable book of business.
• Track Record: Demonstrated success in client acquisition, relationship management, and long-term retention.
• Credentials: CFA or CFP® certification is strongly preferred.

What Sets You Apart:

• Entrepreneurial Mindset: You want to grow a significant practice without the overhead of a traditional wirehouse or independent setup.
• Experience: 10+ years of professional investment advisory experience.
• Communicator: You translate complex financial concepts with empathy, clarity, and executive-level confidence.
• Tech-Forward: You are energized by the idea of using automation to spend more time with clients and zero time on administrative "busy work."

Why Partner With Our Client?

Our client is not a traditional firm; they are a technology company redefining wealth management.

• Proven Scale: The firm has raised over $100M from the world’s most prestigious Tier-1 venture capital firms.
• Rapid Growth: They have surpassed $5 billion in Assets Under Management (AUM)
• Elite Pedigree: Their leadership and engineering teams hail from iconic fintech and Big Tech firms, as well as the nation's largest RIAs.
• White-Glove Transition: They provide a fully supported, turnkey transition process for your existing clients to ensure a seamless move.

Compensation & Benefits:

• Total Rewards: Industry-leading compensation structure with a range of $200k – $1MM+ (including equity).
• Equity: Direct ownership in a fast-growing, venture-backed category leader.
• Support: Dedicated marketing and operations teams to service your clients and accelerate your growth.
• Flexibility: Remote and hybrid work options; you maintain the ability to keep your own brand name.
• Comprehensive Benefits: Unlimited PTO, holistic medical/dental/vision, 401(k), and access to premium mental health and wellness concierge services.

Our client is transforming a $500B+ industry still reliant on legacy systems. If you are a top-tier advisor ready to build the future of wealth management, we want to hear from you.