Wealth Strategist

Top Wealth Management Firm | Wealth Strategist / Advisor

This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $150,000 - $175,000 per year

A bit about us:

We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families.

We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally.

If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!

Job Details

3+ years of work experience (preferably with an RIA)
CFP designation
Led client relationships in previous role

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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