Wealth Advisor (Sound Advisory)
Sound Advisory Company Overview
Sound Advisory specializes in educating and guiding clients to thrive financially in a bitcoin-powered world by bridging the knowledge gap and integrating bitcoin into investment strategies and financial plans. Powered by Unchained, Sound Advisory offers a suite of products and services including financial planning and investment management.
Sound Advisory was founded by bitcoin pioneers from Unchained, a leader in collaborative multi-signature bitcoin custody. This role is for employment at Sound Advisory, LLC, not Unchained Capital. Sound Advisory, LLC is an affiliate of Unchained Capital, Inc.
Job Overview
Sound Advisory is a fast-growing RIA (Registered Investment Advisor) seeking a detail-oriented Wealth Advisor to join the team. In this role, you will work closely with senior staff to deliver comprehensive financial planning and investment advice to help clients integrate bitcoin into their long-term plans. Your work will focus on bitcoin education, portfolio analysis, financial plan creation, and client service.
What You Will Do
- Conduct client interviews, gathering data, and developing financial plans
- Build financial plans, analyze investment & bitcoin allocations, and draft recommendations
- Create deliverables like retirement projections, asset allocation proposals, etc.
- Support senior advisors in preparing for client meetings
- Help implement investment strategies and monitor client portfolios
- Field client inquiries and provide excellent ongoing service
- Work with custodial partners to assist in the implementation of client action items
- Improve our processes and reduce inefficiencies
- Optimize sales pipeline and lead generation efforts
Who You Are
- You have a CFP® (Certified Financial Planner) certification
- You have a Bachelor’s degree (preferably in finance, business, or a related field) or equivalent experience
- You have a passion for financial planning
- You have a passion for bitcoin
- You have strong analytical and writing skills
- You have the ability to manage details and juggle multiple priorities
- You live in the United States
Even Better
- You have experience discussing bitcoin-related financial planning topics with clients
What We Offer
- Competitive base salary plus incentive plan for top performers
- Company paid medical, dental, and vision coverage
- 401k with match and stock options
- Unlimited PTO
- Remote work flexibility
- Collaborative, growth-focused team environment
- Mentorship from experienced bitcoin/finance professionals
- Training & development opportunities along with clear career progression opportunities