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A bit about us:

We’re not just managing wealth—we’re transforming how elite athletes and their families use it to create multigenerational impact. As a modern, fast-growing multi-family office, we serve some of the world’s most brilliant athlete families with bespoke expertise across investments, tax, estate planning, and beyond.

We’re building more than financial plans—we’re building flourishing families, thriving legacies, and a firm where exceptional talent comes to grow.

If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on

Why join us?

As a Relationship Lead, you’ll be the trusted advisor guiding athlete families through major life transitions—especially those retiring from their sport or entering later career stages. You’ll:

✅ Build Deep Relationships – Be the primary point of contact, delivering exceptional service and strategies tailored to each family.
✅ Drive Strategic Impact – Translate complex planning into actionable steps across investments, tax, estate design, and more.
✅ Collaborate Like a Pro – Partner closely with internal teams to deliver seamless, coordinated advice.
✅ Own the Process – Leverage systems and workflows to ensure operational excellence and unforgettable client experiences.
Fun Company Activities!

Job Details

3+ years of experience (preferably with an RIA or wealth management firm)

CFP® designation

Proven track record of leading client relationships or supporting senior advisors

A mindset that thrives in a fast-paced, high-impact environment

Based in (or open to relocating to) Phoenix or Los Angeles
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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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