Financial Advisor

Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Overview

Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

• Collaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra‑high net worth individuals and families on strategic asset management, estate, tax and financial planning
• Nurture, manage, and maintain strong client relationships
• Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Excellent career growth trajectory within the firm
• Competitive compensation package ($90,000 – $150,000 base plus bonuses ranging from $10,000 – $40,000, and excellent benefits).

Requirements

• 2‑7+ years Financial Advisory/Planning/Business Development experience
• Series 65 or CFP preferred
• Entrepreneurial drive to continuously improve and grow in a collaborative team based environment

Seniority level
:
Associate

Employment type
:
Full-time

Job function
:
Finance and Consulting

Industries
:
Financial Services and Investment Management

Benefits

• Medical insurance
• 401(k)