About Finberry.ai
Finberry.ai is redefining wealth management with a revolutionary platform that empowers Portfolio Managers, Advisors, and Marketers to focus on client relationships and business growth without the burden of administrative tasks. By leveraging cutting-edge technology and streamlined processes, Finberry simplifies day-to-day operations, enabling professionals to maximize time with clients and develop new business.
Role Overview
Finberry.ai offers an incredible opportunity for driven Portfolio Managers, Advisors, or Marketers seeking to expand their client base and revenue potential. As a member of our team, you’ll have access to advanced tools, seamless wealth aggregation, real-time analytics, and compliance automation. You’ll focus on what you do best—building relationships and delivering value—while Finberry handles the administrative heavy lifting.
What You’ll Do
- Client Focus: Spend more time cultivating relationships and providing value to your clients, thanks to streamlined operations and automation.
- Business Growth: Expand your client base with a model that emphasizes revenue sharing over traditional salary and bonus structures, providing the potential for higher earnings based on your success.
- Portfolio & Strategy Customization: Use Finberry’s advanced profiling tools to offer tailored recommendations aligned with client risk profiles, ESG preferences, and financial knowledge.
- Market Access & Reporting: Access democratized products traditionally reserved for high-net-worth individuals, such as hedge funds, structured products, and private debt, with comprehensive reporting to keep clients informed and engaged.
- Administrative Support: Rely on Finberry’s technology to handle onboarding, compliance, documentation, and portfolio reporting, giving you the freedom to focus on strategy and client acquisition.
Key Benefits
- Cutting-Edge Platform: Benefit from a comprehensive suite of tools, including a wealth aggregation dashboard, professional balance sheets, real-time analytics, and ESG tracking.
- Client Retention & Growth: Retain and grow client relationships without restrictive custodial dependencies; Finberry is custodian-agnostic, allowing clients to maintain their existing banking relationships.
- Performance-Driven Rewards: Our revenue-sharing model rewards your success directly, creating unlimited potential for income growth.
Ideal Candidates
This role is ideal for Portfolio Managers, Advisors, or Marketers who:
- Are seeking to optimize their time and focus on client acquisition and strategy.
- Are motivated to earn more based on performance through a revenue-sharing model.
- Want to access a sophisticated platform that offers democratized investment opportunities and leading-edge client reporting.
Join Finberry and be part of a platform designed to support your success and growth.