Registered Investment Advisor
Boca Raton, Palm Beach County, Florida, 33486, USA
Listed on 2026-11-05
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Phone:
Email:
Financial Trust Asset ManagementRegistered Investment Advisor
Boca Raton, FL | Lakewood Ranch, FL |
Benefits:- 401(k)
- 401(k) matching
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Financial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisors
with books of business to join our growing team.
With offices in Boca Raton and Lakewood Ranch, Florida. FTAM offers a dynamic environment for professionals who value independence, research-driven investment management, and client-first service.
Why Join FTAM- Competitive compensation & benefits packages designed for growth.
- Multi-custodian flexibility — client assets are currently custodied with Charles Schwab & Co., Goldman Sachs
- Access to Financial Trust Research Partners LLC (FTRP)— our affiliated proprietary research platform delivering institutional-quality insights and tools for your practice.
- Comprehensive client solutions through our service affiliations with certified public accounting firms, integrating financial planning, investment management, and tax preparation in a seamless team-based approach.
FTAM’s investment philosophy is built around a Core and Explore framework — blending index
, smart beta
, and active strategies
. We provide our clients both ETF and SMA based models.
Since 2001
, our firm has managed quantitative investment strategies designed to deliver a disciplined approach across market cycles.
We specialize in separately managed account (SMA) strategies utilizing our proprietary, award-winning models
.
Work with a PSN Top Gun Award winning investment manager – 4th quarter 2025 awards.
The PSN Top Gun Award is issued by PSN based on proprietary criteria including performance and risk metrics over a specified period. Financial Trust Asset Management did not pay compensation for this award. Past recognition is not indicative of future results.
Your OpportunityAt FTAM, we believe advisors thrive when supported by innovative research, collaborative teams, and the freedom to focus on client success.
If you’re ready to take your practice to the next level, we’d love to speak with you.
ContactPhone:
Email:
Joseph Hage, PresidentPhone:
Email:
DisclaimerInvestment advisory services are offered through Financial Trust Asset Management, an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.
Flexible work from home options available.
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