Financial Advisor, Private Wealth Management - West Coast
Company: Ellevest
Location: New York
Posted on: May 16, 2022
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Job Description:
Who We Are
Ellevest is a fast-growing, venture-backed financial services
start-up built by women, for women. Our mission is to get more
money in the hands of women, no matter where they're starting or
how far they've come. We started by building the only gender-aware
online investing platform that takes totally un-ignorable realities
(like pay gaps, different salary curves, and women's longer
lifespans) into account. Then we added banking, learning, and money
and career coaching services for Ellevest members, plus a
full-service private wealth management service that helps high net
worth people, families, and institutions align their financial
power with their values.
Ellevest was co-founded by Wall Street veteran Sallie Krawcheck
after she realized that the financial services industry was built
by men, for men, systemically leaving women behind. During her Wall
Street days, she served as CEO of Smith Barney, CEO of Merrill
Lynch Wealth Management, and CFO of Citi. Ellevest has raised $145
million from investors including Rethink Impact, Pivotal Ventures,
Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard,
Khosla Ventures, Morningstar, and Venus Williams.
Diversity, Equity & Inclusion
Ellevest is an equal opportunity employer and we value diversity at
our company. Data shows that diverse teams are more innovative,
make better decisions, and lead to greater employee engagement.
When hiring, we look for culture add, not culture fit. That means
hiring people who bring new perspectives and different experiences
to our team. We do not discriminate on the basis of race, religion,
color, national origin, gender, sexual orientation, age, marital
status, veteran status, or disability status.
About This Position
As a Financial Advisor on the Private Wealth Management team, you
will have the opportunity to shape a new offering for our clients,
working closely with our Private Wealth Management and Investments
teams to ensure the delivery of best-in-class financial advisory
services guided by the principles of Ellevest's investment
philosophy. You believe that effective investing can be achieved by
reducing costs, taxes, and risk through diversification, and not
through market timing or chasing alpha. You will develop and
maintain ongoing partnerships with a range of clients through
regular, meaningful contact as part of our Private Wealth
Management services offering to high net worth individuals. You
will be working closely with clients to develop a customized
goals-based financial plan based on their unique financial
situation, and provide ongoing financial advice to help them reach
their objectives.
Day-to-day you will:
We're looking for:
Working at Ellevest
Ellevest was founded in New York City, but today, our fully remote
team is spread across the whole United States. As a member of the
team, you can expect to do work that directly impacts our mission
and the lives of real women every day.
We're also dedicated to building a work environment where everyone
on our team can grow and thrive, with flexible working hours and
time off; remote work policies designed for transparency and
effective cross-team collaboration; ongoing team building and
professional development; and more.
Do you think you could thrive in this role?
Please send us your application - even if you don't check every
single box. No two people's career paths look exactly alike, and
skill sets come in many different forms. We can't wait to hear
about yours.
Note: Instead of a cover letter, we ask you to answer the questions
at the bottom of this application.
Keywords: Ellevest, New York , Financial Advisor, Private Wealth Management - West Coast, Executive , New York, New York
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