This full-time Wealth Advisor role is based in New York and supports a venture-backed wealth technology platform focused on modern financial planning. The position involves managing end-to-end relationships with pre-qualified high-net-worth clients without requiring prospecting or cold outreach. Key responsibilities include delivering holistic financial planning across investments, tax, estate, and insurance, as well as building tailored portfolio strategies using advanced technology platforms. The role appeals to professionals seeking a client-centric environment where technology handles operational tasks, allowing the advisor to focus on relationship building and high-quality advice. The opportunity offers equity participation, comprehensive health benefits, and the chance to join a fast-growing, technology-driven team.