Executive Vice President, Wealth Management

Executive Vice President, Wealth Management

Executive Vice President, Wealth Management
Fee-Only RIA
Published
August 24, 2022
Location
Jacksonville, FL

Description

Overview

Boutique, Independent Wealth and Investment Management Firm seeks an Executive Vice President to close business from an extensive list of internally generated leads and pass off clients to the relationship management team. Extensive and growing pool of high and ultra high net worth prospects. No portable book of business necessary.

Extensive internal leads; no external sourcing required Industry-leading payouts. Base compensation with long term payouts in perpetuity. No cap on upside; clear track to 7 figure income

Highlights

  • Call, Zoom and/or meet with high net worth leads provided by the firm in order to offer planning and investment solutions towards achieving their life goals.
  • Collegial culture with extensive operational, investment, financial planning and relationship management support.
  • Ability to make an impact on the direction and growth of a rapidly growing, nationally-recognized boutique, independent RIA with a hands-on, collaborative culture.
  • Comprehensive compensation package including base salary, competitive payouts, bonuses, excellent benefits and path to partnership for substantial contributors
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