Wealth Manager
Occupations:
Personal Financial AdvisorsInvestment Fund ManagersFinancial ManagersSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All OtherIndustries:
Other Financial Investment ActivitiesInsurance and Employee Benefit FundsAdministration of Human Resource ProgramsPromoters of Performing Arts, Sports, and Similar EventsActivities Related to Real EstateAssociate Wealth Manager13B+ AUM Independent Wealth Management FirmSalt Lake City, Tucson, Albuquerque, PortlandOverviewDynamic, fast growing 13B+ Independent RIA is seeking an Associate Wealth Manager to assist advisors with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.Clear progression toward a Lead Advisor, supported by hands-on mentorship HighlightsThe Firm has been growing consistently 30%+ year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.Compensation parameters: $100,000+ compensation packageOpportunity to work fully remote. Ideally based out of Northern NJ, NYC Metro, Boston, Philadelphia or DC/VirginiaRequirementsCFP and/or Current Series 652+ years experience in the wealth management arena1963