Wealth Strategist (Remote)

Come build the future of investing!

NDVR’s mission is to help every client optimize their wealth in pursuit of their best life. Our tight-knit team is headquartered in Boston, Massachusetts with a sizable presence in Budapest, Hungary, and is spearheaded by a tech industry veteran CEO who has led multiple companies from foundation through IPO.   

About the role  

As a member of the Wealth Strategy team at NDVR, you’ll function as the first point of contact for our HNW/UHNW prospects and work closely with our Advisory and Client Services teams throughout the onboarding process. Over the course of a prospect's journey, you will play an integral role in demonstrating how our proprietary wealth optimization strategies can be uniquely tailored to our clients’ highly specific wealth management needs and plans.  

Qualifications  

• 5+ years experience in a consultative sales role within financial services for private clients  
• Comfortable handling high volume of client meetings in a fast-paced environment  
• Understanding of complex wealth management scenarios; tax optimization, estate planning, philanthropy, etc. 
• Customer first focus, capable of building strong relationships 
• Series 65 required  

What we offer 

You’ll collaborate with a brilliant team (consisting of Quant PhDs, world-class engineers, and financial service veterans from companies including AQR, Fidelity, Morgan Stanley, State Street, and BlackRock) focused on delivering innovative solutions to our clients, and you’ll be able to have an immediate impact. We offer comprehensive health & dental plans, 401K, unlimited PTO, a flexible work schedule, competitive pay with equity, paid parental leave & more.