Wealth Adviser - Founding Team Member

Overview

We’re a purpose‑led planning firm, which means we start with what clients actually want from their lives, and build the financial plan around that. It changes the quality of the conversation, and the quality of the advice.

Client Partners

Client Partners own the relationship and the life planning conversation – they understand the client’s world, ask the questions that matter, and surface what’s really going on. Each Client Partner serves a niche, and is from that niche. An ex‑partner from a consulting firm, a senior female executive, a former divorce mediator, an empty‑nester.

Wealth Advisers

Wealth Advisers focus on translating these life plans into rigorous, technically sound financial plans. No business development, no client acquisition. You will develop the advice and present it to the client. The Client Partner owns the overall relationship. You will focus on technical mastery.

THE ROLE

Work with clie...