Financial Planner

3 weeks ago


New York, United States Entech Network Solutions Full time

Get ready to be part of something groundbreaking We're seeking top-tier RIA's with a minimum of $25M in transferable AUM to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management industry. I know you heard this before, but imagine an all-in-one tool that streamlines back-office tasks, ensure compliance, and supercharges your marketing efforts. Results?

More clients = more money and less paperwork.

Here's why you can't afford to miss out:

  • Skyrocket your earning potential with equity options and generous payouts.
  • Say goodbye to lengthy onboarding processes this software slashes it down to minutes, not weeks.
  • Fuel your growth with integrated lead generation and marketing tools, allowing you to expand your business while keeping your clients happy.
  • Enjoy the freedom and autonomy you crave, with remote work options and the chance to take over existing leases.

Requirement: Minimum $25M of transferable assets under management (AUM)

I would love to schedule a call to share more details about this unique opportunity and demo the software so you can see how this will increase your income drastically.

by Jobble



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