Senior Wealth Management Professional
3 days ago
We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm.
Key Responsibilities:
- Provide comprehensive wealth management services to high net worth individuals and families.
- Develop and implement customized investment management strategies.
- Offer financial planning, tax planning, and estate planning services.
- Build and maintain a transferable book of client assets.
Requirements:
- Minimum of 5 years of experience in wealth management.
- Proven track record of success in managing high net worth client relationships.
- Strong understanding of financial planning, investment management, and tax planning principles.
- Ability to work independently and as part of a team.
What We Offer:
- Competitive compensation package, including up to $750,000 per year through Revenue Participation, Bonuses, and Equity.
- Flexible remote work arrangement.
- Top-notch medical, dental, and vision plans.
- Unlimited paid time off and company holidays.
- Access to a 401(k) plan and other outstanding benefits.
Equal Opportunity Employer:
UCare Staffing, LLC is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, age, sexual orientation, disability, political affiliation or belief, or any other protected class.
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