Financial Advisor

4 days ago


Doral, United States Entech Network Solutions Full time

Are you ready to elevate your career and be part of something groundbreaking? We're on the hunt for top-tier RIAs to join an innovative Wealth Management company that has spent the past two years developing cutting-edge software tailored specifically for the industry.

Imagine an all-in-one tool that streamlines back-office tasks, ensures compliance, and supercharges your marketing efforts to maximize your earning potential.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in Finance or related field
  • $15-$25M of transferable assets under management (AUM).
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

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