Registered Investment Advisor

Job Summary

A company is looking for an AI Registered Financial Advisor.

Key Responsibilities

• Build and expand relationships with clients to grow assets under management
• Develop personalized financial strategies aligned with the AI resilience thesis
• Collaborate with the fund management team to refine investment strategies and provide client insights

Required Qualifications

• Active RIA or Series 65/66 licensure with a clean regulatory record
• 5+ years of experience in financial advisory or wealth management
• Proven ability to acquire and grow client relationships
• Comfort in ambiguous and evolving domains
• Strong understanding of AI's impact on the economy