Investment Advisor, New Business

Lumida Wealth•Wayne, NJ

8d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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