Client Wealth Advisor

Nasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity and other private assets. NPM operates in a fast-paced fintech environment that is constantly evolving. For over 40 years, Nasdaq has supported companies through every stage of the business lifecycle, leveraging its technology infrastructure, regulatory oversight and operational expertise.

Client Wealth Advisor is a new role at NPM focused on helping the approximately 20,000 clients that participate each year on our platform successfully navigate the complex world of financial advisory services. Given many clients on the NPM platform are private company employees and shareholders experiencing their first ever Wealth event, NPM must continue to be an objective, unconflicted source of education for these clients. This role will be directly interfacing with hundreds of NPM clients and private company leadership to provide them the information they need to select the right Wealth partner that will create a tailored investment strategy to help ensure their long-term financial wellness . The ability to educate clients in a consultative way on the various solutions for comprehensive financial advice, tax guidance, estate planning and even legal assistance is critical.

Qualifications

Education and Previous Roles:

• 4-year college degree; MBA, a plus
• 3-5 years minimum experience in the Wealth Management / Financial Advisory space with a firm understanding of the current Private Wealth ecosystem, competitive landscape, and various service models.
• Ideal candidate would have completed Financial Advisor training at a top firm.
• Strong sales and intra-personal skills are required, with the ability to succeed in a fast paced, dynamic, and highly entrepreneurial environment .
• Series 7 and 63 strongly preferred.

Nasdaq Private Market is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.