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Financial Advisor (Family Advisor)
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$88,000 - $150,000 a year
Full-time
- This is your chance to play a critical role in the future success of a fast-growing Registered Investment Advisor (RIA) and boutique virtual family office.
- Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving.
- Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA
- Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
- Knowledge on fundamental estate planning tools and techniques
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