Coda Search│Staffing
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Direct message the job poster from Coda Search│Staffing
Global Talent Acquisition | Accounting & Finance My client is an independent personal financial planning and wealth management firm with $7B in AUM serving the HNW & UHNW; ranked by Barron's as a Top 100 RIA in 2024. They're in search of a Lead Financial Advisor to spearhead the launch of their new office, located on the border of Nassau/Suffolk counties. This firm has a client-centric and planning forward approach.
Qualifications for the Financial Advisor:
Experienced servicing planning/investment needs of sophisticated UHNW individuals & families
Existing book of business
Proven ability to meet with clients and present planning strategies
Demonstrated the ability to source prospective clients
Responsibilities for the Financial Advisor:
Servicing existing client base
Lean on strong referral network to grow business
Analyzing and recommending changes to portfolios
Review investment plans and present to clients
Collaborate with portfolio/ estate planning colleagues
Compensation and Benefits:
BASE Salary + variable compensation (bonus, incentives, equity)
Seniority level Director
Employment type Full-time
Job function Finance, Business Development, and Consulting
Industries Financial Services and Investment Management
Referrals increase your chances of interviewing at Coda Search│Staffing by 2x
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Direct message the job poster from Coda Search│Staffing
Global Talent Acquisition | Accounting & Finance My client is an independent personal financial planning and wealth management firm with $7B in AUM serving the HNW & UHNW; ranked by Barron's as a Top 100 RIA in 2024. They're in search of a Lead Financial Advisor to spearhead the launch of their new office, located on the border of Nassau/Suffolk counties. This firm has a client-centric and planning forward approach.
Qualifications for the Financial Advisor:
Experienced servicing planning/investment needs of sophisticated UHNW individuals & families
Existing book of business
Proven ability to meet with clients and present planning strategies
Demonstrated the ability to source prospective clients
Responsibilities for the Financial Advisor:
Servicing existing client base
Lean on strong referral network to grow business
Analyzing and recommending changes to portfolios
Review investment plans and present to clients
Collaborate with portfolio/ estate planning colleagues
Compensation and Benefits:
BASE Salary + variable compensation (bonus, incentives, equity)
Seniority level Director
Employment type Full-time
Job function Finance, Business Development, and Consulting
Industries Financial Services and Investment Management
Referrals increase your chances of interviewing at Coda Search│Staffing by 2x
#J-18808-Ljbffr