UCare Staffing, LLC
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.
Overview
Senior Wealth Advisor / Manager to work with high net worth individuals and families, delivering comprehensive wealth management services. Responsibilities
Provide investment management, financial planning, tax planning, and estate planning services. Serve and manage relationships with high net worth clients and families. Leverage firm resources to help clients achieve financial goals. Qualifications
Transferable book of client assets greater than $25 million required to hit the ground running. Compensation & Benefits
Competitive compensation package up to $750k+ per year through Revenue Participation, Bonuses, and Equity. Fully remote work option. Medical, dental, and vision plans; unlimited paid time off and company holidays. 401(k) plan and other benefits. Additional Information
We encourage you to apply even if you are bound by non-compete or non-solicitation agreements with your current or past employer. We are an equal opportunity employer. All applications will be kept confidential.
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Senior Wealth Advisor / Manager to work with high net worth individuals and families, delivering comprehensive wealth management services. Responsibilities
Provide investment management, financial planning, tax planning, and estate planning services. Serve and manage relationships with high net worth clients and families. Leverage firm resources to help clients achieve financial goals. Qualifications
Transferable book of client assets greater than $25 million required to hit the ground running. Compensation & Benefits
Competitive compensation package up to $750k+ per year through Revenue Participation, Bonuses, and Equity. Fully remote work option. Medical, dental, and vision plans; unlimited paid time off and company holidays. 401(k) plan and other benefits. Additional Information
We encourage you to apply even if you are bound by non-compete or non-solicitation agreements with your current or past employer. We are an equal opportunity employer. All applications will be kept confidential.
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