Senior Investment Strategist

3 weeks ago


New York, New York, United States RightWorks Inc Full time

Unlock Growth Opportunities with RightWorks Inc, a leading partner of top-tier US and GLOBAL UHNW investment firms. We're seeking experienced Wealth Advisors and Investment Advisors to spearhead AUM growth strategies exceeding $100 million in 12-18 months.

Key Requirements include:

  • A portable book of business between $30 million and $10 billion.
  • Direct leadership experience in ramping up $100 million AUM over 18 months.
  • International English-speaking Wealth Advisors with portable books exceeding $500 million.

Certifications and Clean FINRA Reports are a must. Potential certifications include CFP, CFA, CIMA, CPWA, CHFC, CTFA, PFS, CEP, CFS, CRPC, CHSNC, and FINRA Series 65, 7, 66, 9, 10. Join our team of industry experts to drive high-net-worth growth and success.



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