Gallman Consulting
Overview
PLEASE NOTE
: All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor / Manager, you will work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. A transferable book of client assets greater than $25 million is required to be successful in this role.
Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning.
Leverage technology and firm resources to deliver high-quality client outcomes.
Hit the ground running by utilizing a transferable client book of assets, supported by the firm’s growth strategy.
Qualifications / Requirements
Transferable book of client assets greater than $25 million required.
Experience in wealth management, with a track record of working with high net worth clients.
Compensation and Benefits
Compensation up to $750k+ per year through Revenue Participation, Bonuses, and Equity.
Fully remote work flexibility.
Medical, dental, and vision plans; unlimited paid time off and company holidays.
401(k) plan and other outstanding benefits.
Additional Information Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential.
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PLEASE NOTE
: All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor / Manager, you will work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. A transferable book of client assets greater than $25 million is required to be successful in this role.
Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning.
Leverage technology and firm resources to deliver high-quality client outcomes.
Hit the ground running by utilizing a transferable client book of assets, supported by the firm’s growth strategy.
Qualifications / Requirements
Transferable book of client assets greater than $25 million required.
Experience in wealth management, with a track record of working with high net worth clients.
Compensation and Benefits
Compensation up to $750k+ per year through Revenue Participation, Bonuses, and Equity.
Fully remote work flexibility.
Medical, dental, and vision plans; unlimited paid time off and company holidays.
401(k) plan and other outstanding benefits.
Additional Information Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential.
#J-18808-Ljbffr