Boca Raton, FL
10 B+ Independent Wealth Management Firm
Dynamic, fast growing 10B+ Independent RIA is seeking a Relationship 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.