Senior Wealth Manager
3 weeks ago
Title: Join Our Team as a Principal Wealth Manager in the Financial Services Sector
Introductory paragraph:
We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselves on providing innovative solutions that change the future of Wealth Management.
Qualifications:
- Bachelor's degree in finance or related field.
- Certified Financial Planner (CFP) designation preferred.
- Active FINRA series 7 & 63 licenses.
- Transferrable book of business (minimum $15m AUM)
This is an incredible opportunity to be apart of a Series A Fintech with full-service technology for advisors with industry leading revenue payouts and equity in the firm.
Name:
Please include your first and last name.
Email:
@
Phone:
Please include your country code.
CV / Resume:
Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
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