What are the responsibilities and job description for the Senior Wealth Advisor / Manager position at Surf Search Inc?
PLEASE NOTE : All interviews and applications are kept confidential. We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor / Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm.In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential.
