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Wealth Management Advisor

2 months ago

Bethesda, United States Financial Planner Recruiting, LLC Full time
Job Description:

Our client is an expanding boutique wealth management firm seeking a Wealth Management Advisor with experience working with clients in the Ultra-High Net Worth Space.

Responsibilities Include:

-Work directly with the President of the RIA to ensure clients are taken care of.

-Provide advice on client portfolios, including those with private investments, public market portfolios, and models.

-Participate and lead client reviews, doing a deep dive into their financial plans using eMoney.

-Participate in a combination of local in-person and Zoom meetings.

-Act as the main point of contact on relationships with clients.

Qualifications:

-7-10+ years experience as a financial advisor, specifically leading relationships with clients in the UHNW space ($10 MM+).

-Experience in family office services preferred.

-Experience using eMoney and Advyzon.

-Bachelors in Finance or Financial Planning is preferred.

-CFP or CFA preferred.

-Series 65

-Local candidates preferred, but open to candidates willing to make a small commute.

Compensation and Benefits:

-Base salary plus bonus. Base salary starting at $150k+, commensurate with experience.

-Full benefits package included.

-Hybrid flexibility.

Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.

Required Skills:
•Management