Are you ready to elevate your career and be part of something groundbreaking? We're on the hunt for top-tier RIAs to join an innovative Wealth Management company that has spent the past two years developing cutting-edge software tailored specifically for the industry.
Imagine an all-in-one tool that streamlines back-office tasks, ensures compliance, and supercharges your marketing efforts to maximize your earning potential.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Bachelor's degree in Finance or related field
$15-$25M of transferable assets under management (AUM).
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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