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Financial Advisors
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$120,000 - $300,000 a year
Full-time
- This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.
- The Financial Advisor will serve as the firms primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm.
- Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm
- Implementation of financial plans including coordination of estate planning, business management, and tax strategies
- Work with the firms head of portfolio management to align clients investment strategies with their planning objectives
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