Private Wealth Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Unhappy with your current RIA?
Interested in higher payouts?
Want access to a best-in-class, turnkey asset management platform?
That also provides private equity and alternative investment options?
If so, GT Investment Management might be for you.
Who We Are
GT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals.
We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning “Fee for Service” and Transactional Basis.
Key differentiators of our platform include:
- A Best-in-Class FinTech Wealth Management Platform with Charles Schwab as Funds Custodian, Amplify as Turnkey Asset Management Platform (TAMP), S&P for Market Intelligence, Markel for Insurance, and Evalueserve for Research Support & Analytics
- Access to Alternatives. Via our investment banking, distribution and wholesale partnerships, access to best-in-class private equity and alternative investments, including, Secondaries and Co-Investment, Alternative Credit, Real Estate, Structured Settlements, and more
Are You Right for Our Platform?
The GT Investment Management Platform is built for ambitious, ultra-high integrity investment advisors who seek:
- A Turnkey Investment Management Platform (TAMP). A comprehensive solution designed by financial advisors for financial advisors that provides all the necessary tools and services to manage investment portfolios for clients of all types and sizes.
- Revenue Model Flexibility. A flexible, modern, technology-driven RIA platform on which to manage and grow their investment management practice via an AUM, Financial Planning Fees, and / or Commission Basis
- Interest in Alternatives. Desirous of offering clients true investment value-add through a blended, risk-managed public markets / alternatives-driven investment approach
- Comprehensive Wealth Management and Business Exit Planning. For wealth managers serving entrepreneurial, small business, and family business clients, our dual RIA and broker-dealer structure empowers earning investment banking fees on client M&A liquidity events and then advising upon and managing the investment proceeds
Your Role
Your core functions, under the direction of the firm’s Managing Director, would include:
- Via GT Investment Management, offer and provide - to businesses, individuals and families - wealth and investment management advisory services
- Via our affiliated advisor practices Growthink Capital and Growthink and in collaboration with your practice professionals, offer and provide - to operating companies - investment banking and strategic advisory services as capital-raising, mergers, sales and acquisitions, and growth and exit planning and execution
- As we are mid-sized firms, naturally become involved with other company-building activities, including participation in general Company marketing, branding, business development, technology initiatives, and operational activities.
Qualifications
- 10 Years+ of relevant investment advisory / wealth management origination and client management experience
- Clean compliance and regulatory history, including currently active IA (Series 65) and Series 7 / 63 (or 79) licensing
- Business development and client management experience in the "Owner / Operator" client demographic, especially as to the "dual value-add" for this demographic of wealth management PLUS business exit planning and M&A
- A passion and enthusiasm for relationships and a deep understanding of their importance in the modern deal environment
- Ability and desire to work and win in a hybrid (virtual and in-person), highly collaborative, highly professional team environment
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