Quality Talent Group
Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.
Why join this team?
Competitive pay with a base salary range of $70,200 – $125,000 annually Eligibility for incentive-based compensation programs Innovative, collaborative workplace with strong work-life balance Ongoing professional development, training, and growth opportunities Inclusive culture committed to diversity and community engagement Requirements
Bachelor’s degree 5+ years of experience in financial planning, accounting, legal, or related professional services Series 65, CFP, or CFA required Experience serving high-net-worth or ultra-high-net-worth clients Proficiency with financial planning and investment software (e.g., eMoney, MoneyGuide Pro) Strong interpersonal, communication, and relationship management skills Experience mentoring or training junior staff Excellent organizational, time management, and attention-to-detail skills Clean U4 with no disclosures What you’ll do
Partner with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients Prepare customized financial plans and portfolios through detailed research and analysis Lead and maintain client relationships, addressing ongoing needs and inquiries Collaborate with internal teams to execute client requests and maintain accurate records Support business growth by helping attract new clients through strategic and community relationships Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.
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Competitive pay with a base salary range of $70,200 – $125,000 annually Eligibility for incentive-based compensation programs Innovative, collaborative workplace with strong work-life balance Ongoing professional development, training, and growth opportunities Inclusive culture committed to diversity and community engagement Requirements
Bachelor’s degree 5+ years of experience in financial planning, accounting, legal, or related professional services Series 65, CFP, or CFA required Experience serving high-net-worth or ultra-high-net-worth clients Proficiency with financial planning and investment software (e.g., eMoney, MoneyGuide Pro) Strong interpersonal, communication, and relationship management skills Experience mentoring or training junior staff Excellent organizational, time management, and attention-to-detail skills Clean U4 with no disclosures What you’ll do
Partner with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients Prepare customized financial plans and portfolios through detailed research and analysis Lead and maintain client relationships, addressing ongoing needs and inquiries Collaborate with internal teams to execute client requests and maintain accurate records Support business growth by helping attract new clients through strategic and community relationships Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.
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