About Evergreen Money
Evergreen Money is led by fintech pioneer, Bill Harris. He ran TurboTax, was CEO of PayPal, and founded Personal Capital. Our mission is to help high achievers attain their life goals. We use digital technology to re-engineer traditional banking and investment products and deliver a custom financial solution.
About the role
As the Lead Wealth Advisor, you will be a key architect of our progressive approach to wealth management. Client interaction and building relationships are paramount for the Wealth Advisor role. You will guide clients through a new era of personal investing, incorporating client interests into investment selection and account management while understanding client needs.
What you'll do
- Create and deepen client relationships in a digital-first environment, ensuring an exceptional and differentiated client experience.
- Uncover client goals and onboard to personal investment options, working with clients and prospects to provide a high degree of personalization for service and investment management.
- Demonstrate ability to communicate our trading strategies, portfolio optimization, and tax planning.
- Educate clients on tax optimization strategies, account features, and support investment knowledge of clientele.
- Lead and support the creation of financial advisory services, using your own experience and client needs to work with our team and third parties to define client experience.
- Navigate clients through significant life events, such as buying a house or growing a family, and assess how these impact their financial strategies.
Qualifications
- Connecting with others, building relationships, and adjusting your communication style are your superpowers.
- You may have worked in financial services and are still looking for the right place to apply your knowledge and build your career.
- You excel at learning new skills and concepts and are a bit of a “professor” when it comes to sharing the knowledge you have.
- You are naturally curious.
- You love investing, personal finance, or finance and are interested in ensuring others have an opportunity to build wealth and take care of what is most important.
- Tech savvy: learning new programs, apps, or skills is part of your toolset.
- Strong analytical skills with the ability to interpret complex financial data.
- Series 65 license is required, or Series 66/Series 7; additional certifications are a plus. If you do not have a licensing combination, you must obtain the required licensing within the first 60 days.
- Entrepreneurial mindset with a willingness to embrace innovation in financial technology.
Why Join Us?
- Start-up Equity (ask us why this is so important)
- Free lunches
- Up to $1500 monthly contribution toward medical benefits
- Significant growth opportunity
- Monthly team events
- Latest Macbooks
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