Sterling St. James, LLC
Overview
We are seeking an experienced Senior Financial Planner to join our client, a rapidly growing Registered Investment Advisory (RIA) firm specializing in wealth management. Our client is a leader in the industry, offering cutting-edge financial services and technology to assist clients in reaching their financial objectives.
Responsibilities
Provide comprehensive wealth management services including investment management, financial planning, tax planning, and estate planning for high net worth individuals and families.
Qualifications
Ability to bring a transferable book of client assets exceeding $25 million to enable immediate contribution to firm growth.
Compensation and Benefits Compensation package is highly competitive, with potential earnings of up to $, or more per year through Revenue Participation, Bonuses, and Equity. The firm offers remote work options, work-life balance, inclusive environment, medical, dental, and vision plans, unlimited paid time off, company holidays, a (k) plan, and other exceptional benefits.
Notes If you are currently or previously bound by non-compete or non-solicitation agreements with your employer, we encourage you to apply for this role.
Equal Opportunity We are an equal opportunity employer. All applications will be kept confidential.
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Responsibilities
Provide comprehensive wealth management services including investment management, financial planning, tax planning, and estate planning for high net worth individuals and families.
Qualifications
Ability to bring a transferable book of client assets exceeding $25 million to enable immediate contribution to firm growth.
Compensation and Benefits Compensation package is highly competitive, with potential earnings of up to $, or more per year through Revenue Participation, Bonuses, and Equity. The firm offers remote work options, work-life balance, inclusive environment, medical, dental, and vision plans, unlimited paid time off, company holidays, a (k) plan, and other exceptional benefits.
Notes If you are currently or previously bound by non-compete or non-solicitation agreements with your employer, we encourage you to apply for this role.
Equal Opportunity We are an equal opportunity employer. All applications will be kept confidential.
#J-18808-Ljbffr