Principal Wealth Advisor

At Alternativ, we help individuals optimize their wealth through a technology-powered family office (investing, tax, asset protection, etc). Our clients are able to focus on their passions and building wealth instead of administrative distractions. We previously founded multiple successful businesses and bring lifetimes of learning from Orrick, Amazon, Legalist, Bridge FT and CS Disco. We’re growing quickly and looking for exceptional, hungry people to join the team.

About this role

The best way to learn about Alternativ is to chat with us (we don’t believe in generic job descriptions). We don’t have any particular requirements for working with us. Instead, we bias towards building a team of highly exceptional, talented and motivated people.As a wealth advisor, you’ll work directly with clients in solving their most important financial problems. You likely have worked with HNW and UHNW individuals and some accreditation (CFP, CPA, Series 65, etc.). You have strong communication skills and value writing. You know the wealth management industry is desperately in need of change, and you want to help lead that change.

Working at Alternativ

Alternativ’s work culture is designed to help you maximize your effectiveness. 90% of your job will be doing—engaging with clients or building products. We ruthlessly prioritize to protect your time and potential. 10% of your job involves learning—you’ll work with exceptional teammates, who want to help you succeed.$84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.

Benefits

• Best-in-class healthcare
• Competitive salary and equity packages

Alternativ is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.