Client Service Advisor at Lumida Wealth

About Lumida

Lumida Wealth is a digitally native, independent investment advisor specializing in alternative investments. Our mission is to redefine wealth management by combining investment excellence, innovative thinking, and comprehensive trust and estate planning within a seamless digital experience.

Recognized by leading industry media for our non-consensus insights and trusted by modern investors, Lumida is reshaping how wealth is built, managed, and preserved in the digital age.

Who You Are

• A Certified Financial Planner (CFP) or equivalent with a strong grasp of holistic financial planning — from asset allocation and retirement to estate and tax strategy.

• A polished communicator who can explain complex financial concepts with clarity and confidence.

• Client-focused, relationship-driven, and detail-oriented — equally passionate about serving and selling.

• Tech-savvy and process-driven, comfortable operating in a fast-paced, digital-first advisory environment (crypto or fintech experience is a plus).

• Highly accountable and proactive, taking full ownership of outcomes.

What You’ll Be Doing

• Act as Day-to-Day Advisor: Serve as the primary point of contact for active clients, handling financial planning inquiries, portfolio questions, and service requests.

• Build and Maintain Relationships: Drive client retention through proactive check-ins, quarterly reviews, and personalized outreach.

• Deliver Personalized Financial Advice: Offer guidance on budgeting, cash flow, retirement goals, tax optimization, charitable giving, and asset allocation using tools like eMoney.

• Support Growth Initiatives: Collaborate with the Director of Sales and CEO to convert inbound leads into long-term clients.

• Identify Cross-Sell Opportunities: Spot opportunities for estate planning, private investments, or advanced advisory services, and coordinate execution with internal specialists.

• Lead Onboarding: Manage seamless transitions post-sale, ensuring a tailored, high-touch onboarding experience.

• Coordinate Across Teams: Liaise with custodians (e.g., Schwab), tax advisors, estate attorneys, and operations staff to deliver a fully integrated client experience.

• Maintain Systems: Keep Wealthbox, eMoney, and Asana updated with client insights, action items, and next steps.

Requirements & Qualifications

Professional Background

• 5+ years in wealth management, financial planning, or client advisory.

• Strong foundation in holistic planning and direct client engagement.

• Experience across both service delivery and sales support — able to advise, nurture, and close relationships.

• Proven ability to communicate confidently with high-net-worth clients.

• Excellent organizational and follow-through skills.

• Highly responsive, proactive, and motivated by helping ambitious clients succeed.

• Strong written and verbal communication skills.

• Comfortable in a startup or high-growth digital-native environment.

Certifications

• CFP designation required.

• FINRA Series 65 (or ability to obtain within 60 days of hire).

• Bachelor’s degree in Finance, Business, or Economics preferred.

Bonus Qualifications

• Crypto-native or fintech experience.

• Familiarity with eMoney, Wealthbox, Airtable, or Asana.

• Exposure to alternative investments such as real assets, secondaries, or digital assets.

Mindset & Culture

• Analytical and detail-driven — you catch what others might miss.

• Operates with urgency, high ownership, and adaptability.

• Comfortable with ambiguity and thrives on initiative.

• Collaborative and humble — team success is the goal.

Why Join Lumida?

• 🚀 Work directly with seasoned leadership: Gain hands-on mentorship from founders with deep industry expertise.

• 🌐 Be at the frontier: Help transform how wealth, crypto, and fintech intersect.

• 🔥 Collaborate with exceptional talent: Join a team united by innovation and purpose.

• 📈 Grow with us: Access real opportunities for professional and financial growth in a rapidly scaling firm.

• 💰 Get rewarded: Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, we believe in the holistic growth of our clients and our team. You’ll thrive in an environment that promotes continuous learning, intellectual development, and community impact — all grounded in world-class investment expertise.