Senior Wealth Manager
- $120,000 - $300,000
- Miami, FL
RIA servicing UHNW / HNW clients
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
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
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
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.
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.