What are the responsibilities and job description for the Wealth Advisor/Strategist w/ CFP and book - RIA, Family Office, position at CyberCoders?
If you are a Financial Advisor, Wealth Advisor, Wealth Strategist or Registered Investment Advisor with experience, please read on!
-Hybrid near one of our offices-
We are an Investment Management arm of a Top 100 Accounting Firm with over 50 years of institutional money management experience with offices in the Midwest and on the East Coast. We are looking for a multiple Financial Advisors with a previous book of business to join our team of successful professionals. You have the choice to work heavily hybrid, or in the office. Come join our team- apply today!
MUST have book of business
Top Reasons to Work with Us
$100k - $150k base salary, it's completely negotiable based on your book of business
HYBRID POSITION - Flexible
What You Will Be Doing
10 Paid holidays per year
Flexible PTO (we encourage you take the time that you want/need - take what you need, but don't overfeed)
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
vincent.steger@cybercoders.com
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 03/25/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
-Hybrid near one of our offices-
We are an Investment Management arm of a Top 100 Accounting Firm with over 50 years of institutional money management experience with offices in the Midwest and on the East Coast. We are looking for a multiple Financial Advisors with a previous book of business to join our team of successful professionals. You have the choice to work heavily hybrid, or in the office. Come join our team- apply today!
MUST have book of business
Top Reasons to Work with Us
$100k - $150k base salary, it's completely negotiable based on your book of business
HYBRID POSITION - Flexible
What You Will Be Doing
- Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
- Identify and promote new business opportunities & referrals for strategic relationships, i.e. accountants, trust lawyers and insurance professionals.
- Seek the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client
- Series 65, 67
- CFP
- Financial Advisor
10 Paid holidays per year
Flexible PTO (we encourage you take the time that you want/need - take what you need, but don't overfeed)
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
Email Your Resume In Word To
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:
vincent.steger@cybercoders.com
- Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : VS3-1846203 -- in the email subject line for your application to be considered.***
For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.
This job was first posted by CyberCoders on 03/25/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
Salary : $100,000 - $150,000
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