Lumida Wealth
Overview
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,
and 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 delivery
and
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 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! Senioriy level
Mid-Senior level Employment type
Full-time Job function
Management and Manufacturing
#J-18808-Ljbffr
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,
and 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 delivery
and
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 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! Senioriy level
Mid-Senior level Employment type
Full-time Job function
Management and Manufacturing
#J-18808-Ljbffr