Digital Wealth Partners is a leading Registered Investment Advisor (RIA) firm specializing in digital assets while also supporting traditional finance portfolios. We provide solutions for clients seeking a firm to assist with their cryptocurrency and digital asset portfolios as well as clients looking to integrate them into their existing traditional portfolios. Headquartered in Dallas, Texas, we offer the flexibility to work remotely from anywhere in the United States. Join our team to help shape the future of wealth management in an emerging and dynamic asset class.
Position Overview
As a Financial Advisor at Digital Wealth Partners, you will play a pivotal role in delivering highly personalized, strategic investment guidance to high-net-worth individuals and families. You will collaborate with a team of seasoned advisors and cross-functional partners in investment management, estate planning, tax strategy, and trust services to provide a client-first experience. This role offers the opportunity to drive business growth by deepening client relationships and expanding our growing client base in the digital asset space.
Key Responsibilities
- Build, nurture, and maintain long-term client relationships by delivering tailored financial solutions that align with their unique goals and legacy aspirations.
- Partner with clients to develop comprehensive financial plans, incorporating disciplined investment strategies, tax management, and digital asset solutions.
- Collaborate with internal teams to provide holistic wealth management services, for integration of investment, estate, tax, and trust strategies.
- Identify opportunities to deepen client relationships and deliver premium, white-glove service to drive business growth.
- Uphold a culture of excellence, integrity, and client-first service in all interactions.
Qualifications
- Required: Current/valid Series 65 (or Series 7 with Series 66), and ability to register as an IAR
- Managed at least 10,000,000 USD in AUM
- Proven experience as a financial advisor, with a track record of delivering exceptional client service.
- Strong knowledge of traditional finance portfolios; familiarity with digital assets and crypto is a plus.
- Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients.
- Ability to work independently and collaboratively in a remote or hybrid environment.
- Passion for innovation and staying ahead in the evolving wealth management landscape.
Why Digital Wealth Partners?
- Competitive Compensation: Attractive salary and incentives.
- Supportive Environment: Work with a collaborative team dedicated to excellence and innovation.
- Career Growth: Opportunity to grow your expertise in the rapidly expanding digital asset space.
- Flexibility: Remote work options available across the United States.