Senior Wealth Manager
5B+ Independent Wealth Management Firm
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.
- 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.
- 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.).