Senior Wealth Advisor

5B+ Independent Wealth Management Firm 

Overview 

Dynamic, fast growing 5B+ Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from the custodial referral channel leads.  

Not a commissioned sales role. No portable book of business required. 

Highlights 

• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.? 

• The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support. 

No cap on upside. Long term payouts in perpetuity based on book revenue. 

Requirements 

• 7+ years of experience advising high net worth clientele on all aspects of wealth and investment management. 

• Success sourcing and closing business within a custodial referral channel preferred (SAN, WAS, etc.).