Stephens International Recruiting, Inc.
Overview
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 have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning. Qualifications
Senior Wealth Advisor / Manager with a transferable book of client assets greater than $25 million. Compensation and Benefits
Competitive compensation package up to $750,000 per year or more through Revenue Participation, Bonuses, and Equity. Fully remote work option. Comprehensive benefits package, including medical, dental, and vision plans. Unlimited paid time off and company holidays. 401(k) plan and other benefits. EEO and Confidentiality
Please note that all interviews and applications are kept confidential. We are an equal opportunity employer. All applications will be kept confidential. Even if bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.
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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 have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning. Qualifications
Senior Wealth Advisor / Manager with a transferable book of client assets greater than $25 million. Compensation and Benefits
Competitive compensation package up to $750,000 per year or more through Revenue Participation, Bonuses, and Equity. Fully remote work option. Comprehensive benefits package, including medical, dental, and vision plans. Unlimited paid time off and company holidays. 401(k) plan and other benefits. EEO and Confidentiality
Please note that all interviews and applications are kept confidential. We are an equal opportunity employer. All applications will be kept confidential. Even if bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.
#J-18808-Ljbffr