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Senior Private Wealth Advisor
3 months ago
Divergent Capital Asset Management: Private Wealth Advisor
About Us:
At Divergent Capital Asset Management, our mission is simple: to create an ecosystem of support that empowers our wealth advisors with the freedom and resources needed to build and grow their business. Our holistic platform is designed to simplify processes and eliminate obstacles, allowing our advisors to focus on what truly matters – their clients.
Divergent Capital Asset Management is a Registered Investment Advisor providing Private Wealth Management, Alternative Asset Management and Outsourced Chief Investment Officer solutions to select individuals and families, RIAs and institutions.
Position Overview:
We are seeking entrepreneurial and experienced private wealth advisors servicing high-net-worth clients and families to join our team in Florida, Georgia, Texas, and California. Divergent provides a fully-integrated service model featuring shared infrastructure, comprehensive solutions, practice management, investment and thought leadership, ensuring our advisors receive best-in-class support and innovative strategies to serve their clients holistically. Our team specializes in alternative investments and advanced, sophisticated planning strategies, acting as in-house specialists for our advisors.
Responsibilities:
- Manage, retain, and grow business relationships with existing clients.
- Develop and implement comprehensive wealth management strategies tailored to individual client needs and financial goals through thorough financial assessments.
- Actively prospect and acquire new clients through client acquisition strategies, networking, referrals, and community outreach efforts.
- Manage relationships with prospective clients to achieve higher conversion rates.
Qualifications:
- Transferrable book of business with a minimum of $25M AUM.
- Entrepreneurial mindset with a proactive approach to business development and client acquisition.
- Proven ability to build and manage a successful book of business, demonstrating strong client retention and revenue growth.
- Demonstrated commitment to ethical conduct and compliance with industry regulations and best practices.
- Highly professional work ethic.
Benefits:
- Highly competitive compensation structure.
- 100% company-covered dental, health, and vision insurance.
- Company 401(k) plan.
If you are an experienced and driven wealth advisor looking to join a supportive and innovative firm, we invite you to explore the opportunities at Divergent Capital Asset Management. Apply now to become part of our dynamic team dedicated to empowering advisors and their clients.
