What are the responsibilities and job description for the Senior Wealth Manager position at Jobot?
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
Senior Wealth Manager - UHNW clients
This Jobot Job is hosted by Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $300,000 per year
A Bit About Us
We are a rapidly growing RIA firm that services a select group of UHNW clients, founders, foundations, and family offices throughout the United States.
Why join us?
We are looking for passionate and driven individuals who possess an entrepreneurial mindset and desire to chart their own course.
We offer
Premium health, dental, and vision insurance
Unlimited PTO
Base performance based incentives
Job Details
The Senior Wealth Manager will be responsible for attaining new business, financial planning, and providing financial advisory services to clients and prospective clients on a daily basis. This is a unique opportunity for the right individual to join a growing RIA and carve out their ideal career path.
Qualifications
Bachelor’s degree in finance, business, accounting, or financial planning
4 years of client-facing experience in wealth management, with a demonstrated ability to grow AUM and achieve client goals
Portable book of business with minimum assets of $30mm required
Currently possess the Series 65 securities license (or Series 7 & Series 66).
Clean Form U4
Excellent communication and interpersonal skills
CFP®, CFA®, or CPA designation preferred
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Senior Wealth Manager - UHNW clients
This Jobot Job is hosted by Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $120,000 - $300,000 per year
A Bit About Us
We are a rapidly growing RIA firm that services a select group of UHNW clients, founders, foundations, and family offices throughout the United States.
Why join us?
We are looking for passionate and driven individuals who possess an entrepreneurial mindset and desire to chart their own course.
We offer
Premium health, dental, and vision insurance
Unlimited PTO
Base performance based incentives
Job Details
The Senior Wealth Manager will be responsible for attaining new business, financial planning, and providing financial advisory services to clients and prospective clients on a daily basis. This is a unique opportunity for the right individual to join a growing RIA and carve out their ideal career path.
Qualifications
Bachelor’s degree in finance, business, accounting, or financial planning
4 years of client-facing experience in wealth management, with a demonstrated ability to grow AUM and achieve client goals
Portable book of business with minimum assets of $30mm required
Currently possess the Series 65 securities license (or Series 7 & Series 66).
Clean Form U4
Excellent communication and interpersonal skills
CFP®, CFA®, or CPA designation preferred
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $120,000 - $300,000
