Senior Wealth Manager
1 month ago
Overview
Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.
No cap on upside. Long term payouts in perpetuity.
Highlights
Top 25 firm in the WAS custodial referral program channel
Opportunity for overrides while assisting Financial Advisors nationwide to close business.
Above market payout in perpetuity on all AUM
Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
Requirements
7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.
Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).
#J-18808-Ljbffr
We have other current jobs related to this field that you can find below
-
Senior Wealth Advisor
2 months ago
Minneapolis, United States Bluespringwealth Full timeMinneapolis, MN, USA Job Description Posted Monday, March 4, 2024 at 6:00 AM Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through...
-
Senior Wealth Manager
2 months ago
Minneapolis, United States Leah Yosef International Full timeOverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...
-
Senior Wealth Manager
1 month ago
Minneapolis, United States Leah Yosef International Full timeOverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...
-
Senior Wealth Manager
1 week ago
Minneapolis, United States Russell Tobin Full timeWe are looking for a Senior Wealth Advisor who is driven and motivated to develop new client relationships. This role involves collaborating with our Business Development Officer and other Advisors to drive growth initiatives. Responsibilities include prospecting new leads, building relationships with custodians, accountants, estate attorneys, and other key...
-
Senior Wealth Manager
1 week ago
Minneapolis, United States Russell Tobin Full timeWe are looking for a Senior Wealth Advisor who is driven and motivated to develop new client relationships. This role involves collaborating with our Business Development Officer and other Advisors to drive growth initiatives. Responsibilities include prospecting new leads, building relationships with custodians, accountants, estate attorneys, and other key...
-
Senior Wealth Advisor
2 months ago
Minneapolis, United States CliftonLarsonAllen Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...
-
Senior Wealth Advisor
3 weeks ago
Minneapolis, United States TriSearch Full timeWe are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through comprehensive and objective financial wealth management. We are looking to grow our well-established RIA firm and want a team player who is excited to be...
-
Senior Wealth Advisor
2 months ago
Minneapolis, United States TriSearch Full timeJob DescriptionJob DescriptionWe are seeking a Senior Wealth Advisor who will be a highly motivated and achievement-driven individual wanting the opportunity to grow new client relationships. As the Senior Wealth Advisor, you will be responsible for collaborating with our Business Development Officer and other Advisors on specific growth initiatives. In this...
-
Wealth Manager
1 month ago
Minneapolis, United States CX Institutional LLC Full timeJob DescriptionJob DescriptionCompany Overview:At Credent Wealth Management our proven process to working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience. Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms...
-
Wealth Advisor Senior
2 months ago
Minneapolis, United States Bremer Bank National Association Full timeWhy Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Wealth Advisor Senior
2 months ago
Minneapolis, Minnesota, United States Bremer Bank National Association Full timeWhy Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Wealth Advisor Senior
1 month ago
Minneapolis, United States Bremer Bank National Association Full timeWhy Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Wealth Advisor Senior
1 month ago
Minneapolis, Minnesota, United States Bremer Bank National Association Full timeWhy Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...
-
Senior Associate Wealth Strategist
1 month ago
Minneapolis, United States RBC Full timeJob Summary Job Description What is the opportunity? The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the...
-
Senior Associate Wealth Strategist
2 weeks ago
Minneapolis, Minnesota, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the Financial...
-
Senior Associate Wealth Strategist
1 month ago
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the Financial...
-
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? The Senior Wealth Management Business Intelligence Analyst role will be engaging with business partners on data analysis projects; data engineering, comprehensive data analysis solutions including product/service adoption and utilization measurement, business opportunity recognition and surfacing,...
-
Senior Associate Wealth Strategist
2 weeks ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the...
-
Senior Associate Wealth Strategist
1 month ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the...
-
Private Wealth Advisor
2 weeks ago
Minneapolis, United States Russell Tobin Full timePosition Overview:We are looking for a motivated Senior Wealth Advisor eager to expand client relationships and drive business growth. This role involves collaborating with our Business Development Officer and other team members on growth strategies. You will focus on converting prospects into clients and building relationships with various financial...
