Selby Jennings
Recruitment Consultant - Investment Management, Private Markets | Selby Jennings
This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $150,000.00/yr - $225,000.00/yr
Direct message the job poster from Selby Jennings.
Firm Overview They are a nationally recognized wealth management and multifamily office serving high-net-worth individuals, families, and family offices. Founded over two decades ago, they manage billions in client assets and operate under the fiduciary standard as a Registered Investment Advisor. Their firm specializes in holistic financial planning, legacy strategies, and access to institutional-quality investment opportunities, including alternatives and private markets.
With offices in major financial hubs across the U.S., they combine boutique, high-touch service with advanced technology to deliver a seamless client experience. Their advisors and leadership team have been consistently recognized by leading industry publications for excellence in wealth management. We pride ourselves on a culture of integrity, innovation, and continuous improvement, ensuring that every client receives personalized strategies designed for today, tomorrow, and generations to come.
Position Overview As a Financial Advisor, you will play a pivotal role in guiding clients through complex financial decisions and building lasting relationships. This position is ideal for seasoned professionals who bring experience, expertise, and a strong commitment to client service. You will have access to advanced tools, resources, and a supportive team environment to help you grow your practice and deliver exceptional results.
Key Responsibilities
Develop and maintain strong, long-term client relationships built on trust and transparency
Provide comprehensive financial planning, including investment, retirement, tax, and estate strategies
Assess client goals and risk tolerance to deliver tailored investment solutions
Actively manage and grow your book of business while ensuring exceptional client service
Stay current on market trends, regulatory changes, and industry best practices
Collaborate with internal specialists to deliver holistic wealth management solutions
Uphold fiduciary standards and compliance requirements in all client interactions
What We're Looking For
Minimum of 7 years of experience as a Financial Advisor
A transferable book of business with at least $50,000 in assets
Professional designation required: CPA or CFP
Strong relationship-building skills and a client-first mindset
Ability to deliver comprehensive financial planning and investment strategies
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance
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Base Pay Range $150,000.00/yr - $225,000.00/yr
Direct message the job poster from Selby Jennings.
Firm Overview They are a nationally recognized wealth management and multifamily office serving high-net-worth individuals, families, and family offices. Founded over two decades ago, they manage billions in client assets and operate under the fiduciary standard as a Registered Investment Advisor. Their firm specializes in holistic financial planning, legacy strategies, and access to institutional-quality investment opportunities, including alternatives and private markets.
With offices in major financial hubs across the U.S., they combine boutique, high-touch service with advanced technology to deliver a seamless client experience. Their advisors and leadership team have been consistently recognized by leading industry publications for excellence in wealth management. We pride ourselves on a culture of integrity, innovation, and continuous improvement, ensuring that every client receives personalized strategies designed for today, tomorrow, and generations to come.
Position Overview As a Financial Advisor, you will play a pivotal role in guiding clients through complex financial decisions and building lasting relationships. This position is ideal for seasoned professionals who bring experience, expertise, and a strong commitment to client service. You will have access to advanced tools, resources, and a supportive team environment to help you grow your practice and deliver exceptional results.
Key Responsibilities
Develop and maintain strong, long-term client relationships built on trust and transparency
Provide comprehensive financial planning, including investment, retirement, tax, and estate strategies
Assess client goals and risk tolerance to deliver tailored investment solutions
Actively manage and grow your book of business while ensuring exceptional client service
Stay current on market trends, regulatory changes, and industry best practices
Collaborate with internal specialists to deliver holistic wealth management solutions
Uphold fiduciary standards and compliance requirements in all client interactions
What We're Looking For
Minimum of 7 years of experience as a Financial Advisor
A transferable book of business with at least $50,000 in assets
Professional designation required: CPA or CFP
Strong relationship-building skills and a client-first mindset
Ability to deliver comprehensive financial planning and investment strategies
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance
#J-18808-Ljbffr