Ives & Associates
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 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. A transferable book of client assets greater than $25 million is required to be successful in this role, enabling you to contribute to the firm’s growth from day one. Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning. Leverage a transferable book of client assets greater than $25 million to contribute to firm growth. Compensation and Benefits
Compensation up to 750k or more 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. Qualifications and Requirements
Transferable book of client assets greater than $25 million. Experience as a Senior Wealth Advisor / Manager with a track record of delivering wealth management services to high net worth clients. Equal Opportunity and Application
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 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. A transferable book of client assets greater than $25 million is required to be successful in this role, enabling you to contribute to the firm’s growth from day one. Responsibilities
Provide comprehensive wealth management services to high net worth individuals and families, including investment management, financial planning, tax planning, and estate planning. Leverage a transferable book of client assets greater than $25 million to contribute to firm growth. Compensation and Benefits
Compensation up to 750k or more 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. Qualifications and Requirements
Transferable book of client assets greater than $25 million. Experience as a Senior Wealth Advisor / Manager with a track record of delivering wealth management services to high net worth clients. Equal Opportunity and Application
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