Senior Wealth Advisor — AUM $30M+, Fee‑Based Leader

Darren Caddle; Boca Raton (FL); On-site; USD 125,000 - 250,000; Full time

Benefits offered by this job

Workspace provided at no charge

Attractive payout structure

Flexible working arrangements

Job summary

A financial services firm in Boca Raton is seeking experienced financial advisors to manage a book of business and adhere to compliance standards. The ideal candidate must have at least $30 million AUM and generate $250,000 in annual revenue. This role offers a payout structure of 50-70% of revenue and workspace provided at no charge. If you are passionate about delivering effective investment solutions and are ready for a new challenge, consider applying for this unique opportunity.

Qualifications

• Minimum $30 million AUM and $250,000 annual fee revenue required.
• Must have a clear financial regulatory track record.
• Experience in wealth management principles is essential.

Responsibilities

• Transition existing book of business effectively.
• Adhere to regulatory guidelines and compliance requirements.

Skills

Proven track record of managing a book of business

Familiarity with RIA services

Strong knowledge of investment products

Understanding of financial planning strategies

Job description

A financial services firm in Boca Raton is seeking experienced financial advisors to manage a book of business and adhere to compliance standards. The ideal candidate must have at least $30 million AUM and generate $250,000 in annual revenue. This role offers a payout structure of 50-70% of revenue and workspace provided at no charge. If you are passionate about delivering effective investment solutions and are ready for a new challenge, consider applying for this unique opportunity.