Digital Wealth Management Advisor

Job Overview

About the Role:

As a Digital Wealth Management Advisor, you will be part of a fintech-native advisory team that merges human insight with algorithm-driven portfolio construction. Your role is to work directly with high-potential and mass affluent clients through digital channels—bringing behavioral finance, real-time analytics, and tailored planning into one seamless experience. You’ll operate in a data-augmented environment with access to automated rebalancing, dynamic risk profiling, and AI-driven product curation.

Key Responsibilities:

• Engage with digitally onboarded clients via app-based, video, and asynchronous messaging platforms to deliver real-time, personalized wealth advice.

• Leverage internal analytics tools to segment clients, identify inflection points (e.g., sudden income changes, risk score shifts), and proactively initiate planning conversations.

• Provide hybrid advice across retirement planning, goal-based investing, tax efficiency, ESG integration, and digital asset exposure.

• Collaborate with product teams to test and refine digital advisory features including model portfolio suggestions, auto-generated financial plans, and nudges based on user behavior.

• Use CRM and behavioral insight engines to track engagement, predict churn, and implement retention strategies.

• Serve as subject matter expert on algorithmic investing, digital wealth trends, and client adoption patterns.

Required Skills and Experience:

• 4+ years of experience in a wealth management, financial planning, or fintech advisory role.

• Proven ability to deliver advice in a digital-first environment; strong preference for candidates with experience at a robo-advisor, neobank, or hybrid wealth platform.

• Deep understanding of model portfolio theory, rebalancing algorithms, and tax-loss harvesting engines.

• Proficient in using digital client engagement platforms (e.g., Hubspot, Intercom, Salesforce Financial Services Cloud).

• CFP®, CFA®, or similar credential strongly preferred.

• Comfort with APIs, client data dashboards, and interpreting machine-learning driven client profiles.

Preferred Attributes:

• Familiarity with behavioral finance principles and their application in UI/UX design and digital coaching.

• Experience advising clients on new asset classes including crypto, fractional shares, or alternative investments.

• Ability to provide input into product development—acting as the bridge between user needs and engineering output.

• Strong grasp of regulations impacting digital advice delivery (e.g., SEC Reg BI, fiduciary standards, data privacy rules).

What Success Looks Like:

• High digital client engagement and retention rates

• Clear, data-backed client outcomes from tailored planning

• Insightful feedback loops into product design and advisory algorithms

• Scalable advisory workflows aligned with company growth

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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