Arca
Wealth Advisor
New York
Sponsorship not specifiedDetected 41 days ago
Communication
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odds of building a lasting career here
16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- You're the primary advisor for high-net-worth clients who find us through marketing - the person they call, the one who knows their whole financial picture and what they're trying to do with it.
- You sit with engineering and product and tell them the truth about what advisors actually need.
Responsibilities
- So we're building it.
Requirements
- You have direct influence over what gets built and in what order.
Skills
- Most advisors treat their tools as something to tolerate.
Compensation
- an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember.
Benefits
- Retirement, tax strategy, equity compensation, cash flow, investments - the full plan, not a slice of it.
- Many of these clients have complicated compensation (stock options, RSUs, concentrated equity) that takes real expertise to handle well.
- You've spent 5-10+ years advising high-net-worth clients and you think in plans, not products - retirement, tax, cash flow, the whole picture.
- This is people's retirement, their kids' futures, the plans they've made for their families.
- You've handled the complicated cases: stock options, RSUs, concentrated equity, the comp structures that take real work to get right.
Company info
- We're small on purpose.
- We're a team of 12 based out of NYC, and another 16 across our Wealth org.
- We hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.
- We're fully in-office in Flatiron, five days a week-lunch together, coffee breaks, basketball games, happy hours.
- We're not SaaS - we are the wealth management business, rebuilding it from the inside with AI.
- Our platform is an Iron Man suit for advisors:
This listing is sourced directly from Arca's careers page and normalized into a canonical job model.