Senior Wealth Advisor

Gables Search Group; United States; Remote; USD 100,000 - 200,000; Full time

Job summary

An innovative firm in the financial services sector is seeking a Senior Wealth Advisor/Manager to join their dynamic team. This role offers the unique opportunity to work fully remotely while providing comprehensive wealth management services to high net worth individuals and families. With a focus on investment management, financial planning, and tax strategies, you'll leverage your extensive experience and transferable book of client assets to make an immediate impact. The company is committed to work-life balance and offers a competitive compensation package, including revenue participation and equity options, making it an attractive opportunity for seasoned professionals.

Benefits

Unlimited Paid Time Off

401(k) Plan

Medical, Dental, and Vision Plans

Company Holidays

Qualifications

• Experience managing high net worth individuals with a book of assets over $25 million.
• Strong background in providing comprehensive wealth management services.

Responsibilities

• Provide investment management, financial planning, tax planning, and estate planning services.
• Work with high net worth clients to achieve their financial goals.

Skills

Wealth Management

Investment Management

Financial Planning

Tax Planning

Estate Planning

Job description

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We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals.

As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning.

To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm.

In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to $750,000 or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication.

One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strives to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits.

Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.

We are an equal opportunity employer. All applications will be kept confidential.

Seniorities

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Sales, and Accounting/Auditing

Industries

• Financial Services, Accounting, and Investment Management

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