What are the responsibilities and job description for the Investment Advisor, New Business position at Lumida Wealth?
Lumida Wealth
Lumida is expanding.
We are hiring Investment Advisors who want to work with high-net-worth investors and help them access institutional-grade investment strategies across public markets, private investments, tax strategies, estate planning and alternatives.
This is an excellent opportunity for advisors who enjoy client engagement, sales discipline, and helping investors implement sophisticated investment strategies.
About Lumida
Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.
Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.
Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist.
We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor.
Our leadership and advisory network reflects deep experience.
Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.
Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.
Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.
The Role
The Investment Advisor is responsible for converting investor interest into client relationships and guiding clients through the investment process.
You will manage the entire client acquisition process, from initial discovery through onboarding and portfolio implementation.
This role works closely with Lumida’s investment team, marketing team, and client services team to deliver a seamless client experience.
Responsibilities
Client Acquisition
Lumida is expanding.
We are hiring Investment Advisors who want to work with high-net-worth investors and help them access institutional-grade investment strategies across public markets, private investments, tax strategies, estate planning and alternatives.
This is an excellent opportunity for advisors who enjoy client engagement, sales discipline, and helping investors implement sophisticated investment strategies.
About Lumida
Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives.
Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience.
Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist.
We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor.
Our leadership and advisory network reflects deep experience.
Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience.
Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more.
Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary.
The Role
The Investment Advisor is responsible for converting investor interest into client relationships and guiding clients through the investment process.
You will manage the entire client acquisition process, from initial discovery through onboarding and portfolio implementation.
This role works closely with Lumida’s investment team, marketing team, and client services team to deliver a seamless client experience.
Responsibilities
Client Acquisition
- Respond promptly to inbound inquiries
- Engage prospective clients introduced through the Lumida network
- Conduct discovery meetings to understand client financial goals and portfolio structure
- Present Lumida’s investment platform and strategies to prospective clients
- Convert qualified opportunities into new client relationships
- Manage the end-to-end sales cycle from discovery through client onboarding
- Maintain disciplined follow-up with prospective clients
- Track all interactions, meetings, and opportunities within HubSpot CRM
- Ensure all client records, notes, and deal stages are accurately maintained
- Coordinate with internal teams to move opportunities through the pipeline
- Guide clients through account opening and custodial setup by working with Client Services
- Assist clients in transferring assets and implementing portfolio strategies
- Coordinate onboarding with Lumida’s client service and operations teams
- Ensure a smooth transition from prospect to active client
- Engage with prospects generated through Lumida inbound leads, events, webinars, and content campaigns
- Support outbound outreach initiatives and follow-up campaigns
- Participate in networking and business development activities to expand Lumida’s client base
- Maintain trusted relationships with new clients during the early stages of engagement
- Provide education around Lumida’s investment strategies and platform
- Ensure a high-touch, white-glove client experience
- Series 65 license
- Experience in wealth management, private banking, financial advisory, or investment sales
- Strong communication and relationship-building skills
- Ability to explain sophisticated investment strategies clearly
- High level of organization and sales discipline
- Experience working with CRM systems such as HubSpot or Salesforce Preferred
- Experience working with high-net-worth or ultra-high-net-worth clients
- Familiarity with public markets, private markets, tax strategies, estate planning and alternatives
- Experience managing a structured sales pipeline
- Work with a fast-growing modern wealth platform
- Access institutional investment opportunities
- Engage with sophisticated investors and entrepreneurs
- Collaborate with a highly experienced CIO and investment team
- Be part of building the next generation of wealth management