Financial Advisor - Wealth Management

Secfi Wealth Management is an early-stage, registered investment advisor (RIA) startup on a mission to transform how startup employees and executives manage their equity compensation. We’re building a specialized firm focused on the unique financial needs of clients who receive stock options, RSUs, and other forms of equity compensation. Combining deep industry expertise with tech-driven solutions, we empower our clients to unlock the full potential of their wealth as they navigate the complexities of equity ownership. We’re a fast-growing firm with big ambitions and are looking for a dynamic advisor who’s ready to help shape and grow the future of our financial advisory services. About the Role This is a role for a builder. You’ll be joining a small advisory team at an early and exciting stage of our growth. In the near term, this role is heavily focused on business development: growing your own book, contributing to the broader Secfi Wealth pipeline, and establishing yourself as a credible voice in the equity compensation space. Over time, as your book grows, the balance naturally shifts toward client relationship management and deep advisory work. If you’re looking for a steady flow of leads handed to you, this isn’t the right fit. If you’re energized by the idea of building a book from the ground up with real support, a warm brand, and a differentiated value prop, this role is for you. What You’ll Do Business Development (primary focus, early stage) Grow your book of business through referral networks, content creation, client events, and Secfi's existing network of startup employees and equity holders Build a personal brand as a subject matter expert in equity compensation: writing, speaking, educating publicly Collaborate with BD and advisory teammates to develop and convert pipeline Leverage Secfi's brand recognition and warm network as a launchpad for organic growth Deliver high-touch, personalized financial planning to startup employees, founders, and executives Advise on equity compensation planning, tax optimization, retirement planning, and wealth management strategy Build trusted, long-term relationships with high-net-worth and high-potential clients navigating complex equity and financial decisions Firm Building Contribute to the systems, processes, and tech stack that will scale Secfi Wealth Work cross-functionally with the broader Secfi platform to serve clients holistically Who You Are You have 7+ years of experience in financial advisory, wealth management, or related roles, with expertise in equity compensation. You’ve operated with some degree of independence and you know what it means to own a client relationship, not just service one You’re a self-starter who’s comfortable creating your own opportunities You’re passionate about the startup and equity compensation space or genuinely eager to develop a niche around it You’re tech-savvy, curious, and want to build CFP or advanced degree is a plus, but not required if you’ve got the experience and the drive Why Secfi Wealth? Join a mission-driven startup that’s reimagining financial advice for startup employees and equity holders. Rare opportunity to join a firm early enough that your work directly shapes its future, with the compensation structure and equity upside to match. Not just a small cog in a big machine. Work alongside a passionate and ambitious advisory team to make a real impact in our clients’ lives. What We Offer Sourcing credits: Percentage of revenue generated from business you personally source, network, or expand. Book of business credit: Once your book generates revenue equal to 2x your base salary, your compensation transitions from salary-based to a percentage of book revenue, putting your earning potential directly in your hands Discretionary bonus Equity is at the core of what we do for clients. It's also at the core of how we compensate our team. Everyone here has skin in the game. 401(k) with 5% company contribution 100% health insurance premium coverage for employees, 75% for dependents Flexible vacation policy 4 months parental leave for primary caregivers / 4 weeks for secondary #J-18808-Ljbffr Secfi