Dynamic, fast growing 10B+ Independent RIA is seeking a Senior Wealth Manager to assist the team in managing high net worth and ultra high net worth client relationships.
Not a sales role. No portable book of business required.
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 at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
Ability to offer a sophisticated investment portfolio inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach.
The firm has a track record of developing and retaining top talent, excellent opportunity for advancement.
2+ years of experience advising high net worth and ultra high net worth clientele on all aspects of wealth and investment management.
Self-starter that thrives in a fast-paced environment.
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.