Wealth Management Advisor

JCW; United States; Remote; USD 100,000 - 200,000; Full time

Job summary

An established firm in the financial services sector is seeking experienced Financial Advisors to join their fully remote team. This role offers the opportunity to manage a client portfolio, provide investment and financial planning services, and develop new business. With a strong emphasis on client service and support, the firm provides access to state-of-the-art technology and a competitive payout structure. If you have an existing book of business and a proven track record in acquiring high net worth clients, this is the perfect opportunity to elevate your career in a supportive and innovative environment.

Benefits

Multi-Million dollar technology systems

Investment bank and broker dealer support

Multiple insurance options

Reliable client service support

Competitive payout structure

Qualifications

• Proven ability to acquire and retain high net worth clients.
• Experience in investment and financial planning required.

Responsibilities

• Manage and grow a client portfolio effectively.
• Provide comprehensive investment and financial planning services.

Skills

Investment Planning

Financial Planning

Client Acquisition

Client Retention

Tools

State of the art technology systems

Job description

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This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $200,000.00/yr

Our client, an established $15B full-service RIA, seeks experienced Financial Advisors to join their team. This firm provides comprehensive support, including marketing, compliance, client service, and tax teams.

What our client has to offer:

• Multi-Million dollar state of the art technology systems
• Investment bank, broker dealer, and RIA
• Multiple clearing and custodial relationships
• Multiple insurance options
• Reliable client service/back office support staff
• Competitive 1099 payout

Responsibilities:

• Manage and grow a client portfolio
• Provide investment and financial planning services
• Develop new business and expand assets under management

Requirements:

• Existing book of business, ideally $15M+ AUM
• Experience in investment and financial planning
• Proven ability to acquire and retain HNW/UHNW clients

This is a fully remote position open to candidates across the U.S.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Financial Services, Investment Management, and Investment Banking