Client Service Advisor

About Lumida

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We’re on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, nd the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our differentiated, non-consensus insights, Lumida is reshaping how modern investors build and preserve wealth.

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
• Polished and articulate, with the ability to explain financial concepts in a way that builds trust and drives action
• Client-obsessed, relationship-driven,and detail-oriented, with a deep desire to serve— but also equipped with the strategic and commercial instincts to sell
• Tech-savvy and process-driven, able to operate in a fast-paced, digital-first advisory firm (crypto-native, fintech experience is a plus)
• Have extremely high ownership and take initiative

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 key service requests
• Build and Maintain Client Relationships: Enhance client retention by proactively managing touchpoints, check-ins, quarterly reviews, and needs-based outreach to ensure exceptional client satisfaction
• Deliver Personalized Financial Advice: Provide guidance on budgeting, cash flow, retirement goals, tax optimization, charitable giving, and asset allocation using tools like eMoney
• Support Strategic Growth Initiatives: Partner with the Director of Sales and CEO to convert inbound interest into long-term client relationships
• Identify Cross-Sell Opportunities: As client needs evolve, flag opportunities for estate planning, private investments, or enhanced services — and collaborate with internal specialists to execute
• Onboard New Clients Seamlessly: Lead the transition process post-sale — onboarding new clients, setting expectations, and ensuring a highly personalized service experience
• Coordinate Internal & External Stakeholders: Interface with custodians (e.g., Schwab), tax advisors, estate attorneys, and internal ops to deliver an integrated client experience
• **Maintain CRM and Planning Tools:**Keep Wealthbox, eMoney, and Asana updated with key client insights, tasks, and next steps

What We’re Looking For:

Professional Background

• 5+ years of experience in wealth management, financial planning, or client advisory roles
• Strong planning foundation — you enjoy working with clients directly and answering the questions that matter to them
• Experience with both service deliveryand sales support— you can advise, nurture, and close relationships
• Ability to communicate with high-net-worth clients confidently and clearly
• Strong organizational skills — you keep clients and the team one step ahead
• Highly responsive, proactive, and energized by supporting ambitious clients
• Strong written and verbal communication skills
• Comfort operating in a startup or high-growth, digital-native environment

Necessary Certifications

• CFP designation required
• FINRA Series 65 (or willingness to obtain within 60 days of hire)
• Bachelor’s degree in finance, business, or economics preferred

Bonus

• Crypto-native, fintech experience is a plus
• Experience working with tools like eMoney, Wealthbox, Airtable, and/or Asana
• Exposure to alternative investments (real assets, secondaries, digital assets, etc.)

Mindset & Culture

• Willing to work on-site in Wayne, New Jersey with the core investment team (potential opportunity for a hybrid schedule)
• Analytical and detail-oriented — you don’t miss numbers or nuances
• Operates with urgency, high ownership, and startup agility
• Comfortable managing ambiguity and taking initiative without hand-holding
• Collaborative and humble — team success is your North Star

Why Join Lumida?

• 🚀 Work directly with a seasoned founder– Gain firsthand insights and mentorship from leadership with deep industry experience.
• 🌐 Be at the frontier– Join a dynamic, innovative firm at the cutting edge of crypto, wealth tech, and alternative investments.
• 🔥 Collaborate with talent– Team up with passionate professionals on a mission to transform the future of finance.
• 📈 Grow with us– Enjoy real opportunities for learning, development, and upward mobility in a fast-scaling company.
• 💰 Get rewarded– Competitive salary, equity upside, and a comprehensive benefits package.

At Lumida, you will join a team that values the holistic growth of both clients and employees. We offer an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.

Can’t wait to have you onboard!