What are the responsibilities and job description for the Senior Wealth Manager position at Simplex?
Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals and family clients, who are looking for a Wealth Manager to work directly with the CEO to grow the Florida business.
This position is pivotal to the growth plans of the business and we hope this will appeal to someone looking to fast-track their career and personal opportunities in the right environment. We are open to people who have established business connections and networks that they can bring to the table and the client will empower and support them, and give what they believe is the best possible platform to greatly expand their career and earnings.
They have a fun, agile, and open environment and are looking for someone who wants to be a part of their long-term success.
If this position is of interest we want to offer the chance for you after our initial conversation to speak directly with the CEO who will paint a picture of what they are looking to achieve and also have a very open discussion about what your earnings need to look like and how that package is constructed.
Responsibilities:
- Collaborating directly with the CEO to grow the Florida business. ( strategy, growth, execution)
- Offer top-notch Wealth Management services to the client base.
Requirements:
- Experience in a Senior or Lead Wealth Management position. ( We feel 5 years, but would also love to talk to 10 years of experienced Wealth Managers too )
- Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
- The desire to push their career, earnings, and personal opportunities through the roof.
- Strong Customer / Client services orientation.
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