Registered Investment Advisor
FINANCIAL TRUST ASSET MANAGEMENT
Job Description
Job Description
Join Financial Trust Asset Management — Where Advisors Grow Together
Empower Your Advisory Career with Financial Trust Asset Management
Financial Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is expanding — and we’re looking for experienced advisors with books of business to join our growing team.
With offices in Boca Raton and Lakewood Ranch, Florida. FTAM offers a dynamic environment for professionals who value independence, research-driven investment management, and client-first service.
Why Join FTAM
- Competitive compensation & benefits packages designed for growth.
- Multi-custodian flexibility — client assets are currently custodied with Charles Schwab & Co. , Goldman Sachs
- Access to Financial Trust Research Partners LLC (FTRP)— our affiliated proprietary research platform delivering institutional-quality insights and tools for your practice.
- Comprehensive client solutions through our service affiliations with certified public accounting firms , integrating financial planning, investment management, and tax preparation in a seamless team-based approach.
Our Investment Edge
FTAM’s investment philosophy is built around a Core and Explore framework — blending index , smart beta , and active strategies . We provide our clients both ETF and SMA based models.
Since 2001 , our firm has managed quantitative investment strategies designed to deliver a disciplined approach across market cycles.
We specialize in separately managed account (SMA) strategies utilizing our proprietary, award-winning models .
Work with a PSN Top Gun Award winning investment manager – 4th quarter 2025 awards.
The PSN Top Gun Award is issued by PSN based on proprietary criteria including performance and risk metrics over a specified period. Financial Trust Asset Management did not pay compensation for this award. Past recognition is not indicative of future results.
Your Opportunity
At FTAM, we believe advisors thrive when supported by innovative research, collaborative teams, and the freedom to focus on client success.
If you’re ready to take your practice to the next level, we’d love to speak with you.
Contact:
Joseph Hage, President
Phone: View phone number on ziprecruiter.com
Email: View email address on ziprecruiter.com
Financial Trust Asset Management
Registered Investment Advisor
Boca Raton, FL | Lakewood Ranch, FL |
Disclaimer:
Investment advisory services are offered through Financial Trust Asset Management, an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.
Vacancy posted 26 days ago
Similar jobs that could be interesting for youBased on the Registered Investment Advisor in Boca Raton, FL vacancy
$110k - $120k
...Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations... ...enjoys wearing multiple hats, improving processes, supporting advisors, and serving as a key resource across operations, HR...SuggestedFull time- ...protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Boca Raton, FL22 hours ago - ...Wealth Advisor Position Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values...SuggestedWork at office
Sequoia Financial Group
Boca Raton, FL5 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement... ...) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Boca Raton, FL3 days ago- ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with... ...meeting with clients to review financial and investment goals, building a financial plan, and... ...loan mortgage originations must register with the federal registry system and remain...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Boca Raton, FL1 day ago - As a member of the Actuarial Department, the Actuarial Analyst will be responsible for assisting the Actuary in putting together the reserving package, pricing, and providing actuarial support for other departments. The responsibilities will include, but not be limited...Work experience placementLocal area
JM Family Enterprises
Deerfield Beach, FL2 days ago - ...experience. What We Offer: Competitive Advisor Funding : Transition assistance for... ...to help you thrive. Make your smartest investment yet—apply here directly to learn more about... ...through Cetera Investment Advisers LLC, a registered investment adviser. 2301 Rosecrans Ave,...Full time
$75k - $118k
.... in Deerfield, Illinois. Multiple positions available. Work alongside an advisor team to help service clients and their families, providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives, and other high...Goldman Sachs
Deerfield Beach, FL1 day ago- ...Position Overview An Associate Wealth Advisor at Perigon Wealth Management will play an... ..., and interested in learning more about investment strategies, financial planning, and portfolio... ...is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco...Contract workWork at officeRemote work
- ...to the company’s success. As a Financial Advisor within PNC Wealth Management, you will... ...on helping clients meet their savings, investing and retirement goals. Our team of financial... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for...Full timeTemporary workPart timeWork experience placementWork at office
- Company Description Total Warranty Services (TWS) is a leading provider of profit-enhancing finance and insurance (F&I) products and services for the automotive industry. The company serves more than 1,300 franchised and independent auto dealerships nationwide. TWS specializes...Full timeWork from home
Total Warranty Services Inc
Boca Raton, FL5 days ago - A client of Insight Global is seeking a highly motivated Portfolio Analyst to join our investment team. This role offers the opportunity to support and advance strategies across systematic equity, tax‑aware investing, Separately Managed Accounts (SMAs) and OCIO model portfolios...
$20.53 - $34.23 per hour
...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel...Full timePart timeRadNet
Boca Raton, FL3 days ago- Overview Join an award-winning company! Who are we? Since 1967, Toll Brothers has been building luxury homes and communities in the best locations in the U.S. Today, we're a Fortune 500 company operating in over 60 markets. We're the country's premier luxury builder...Work at officeLocal area
Toll Brothers Inc
Boca Raton, FL1 day ago $50.6k - $70.6k
Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...Citibank (Switzerland) AG
Boca Raton, FL5 days ago- ## Personal BankerApplylocations: Boca Raton, FLtime type: Full timeposted on: Posted Todayjob requisition id: R158129**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq...Work experience placementH1bWorldwideFlexible hours
Northern Trust
Boca Raton, FL2 days ago $25.75 - $38.5 per hour
...Partners regularly with the Wealth Financial Advisor including warm referrals and joint... ...Must be eligible for registration as a registered mortgage loan originator with the NMLS... ...Our Total Rewards package reflects the investments we make in our colleagues to help them...Bank staffWork at officeLocal areaFlexible hoursTd Wealth Management
Boynton Beach, FL1 day ago- PNC in Boca Raton is seeking a Personal Banker to deliver an excellent customer experience at the Boca East Branch. Based in-office, you will work with customers to deepen relationships and expand financial wellbeing. The role involves proactive sales, lobby engagements...Work at office
PNC
Boca Raton, FL1 day ago - Fifth Third Bank in Boca Raton, FL is seeking a Personal Banker Associate I to join our retail banking team. After a 4-8 week onboarding, you will rotate through operations and sales/service while building trusted customer relationships. You will use consultative selling...
Fifth Third
Boca Raton, FL1 day ago - ...represent the team in client meetings and prospective client presentations. - Manage portfolio construction - Asset allocation - Investment markets - Comfortable discussing our investment philosophy, portfolio positioning, and performance with financial advi and...
Insight Global
Boca Raton, FL20 hours ago - ...protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Pompano Beach, FL5 days ago - ...as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer...Work experience placementWork at office
Fifth Third Bancorp
Boca Raton, FL1 day ago - ....) as directed.* Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.* Consistently meet/exceed customer experience...Work experience placementWork at office
Fifth Third
Boca Raton, FL5 days ago - Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all ...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Overview Job ID: 25213 | Location: Toll Brothers - Boca Raton, Florida 33433 United States | Category: Land Acquisition - Management | Education Required: A college degree is preferred but not required | Job Type: Full Time About Toll Brothers Toll Brothers, America's ...Full timeWork at officeLocal area
- Major Duties Executes and/or submits client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging...Work experience placementH1b
- Florida Atlantic University is looking for a Budget Analyst to manage a $750M annual budget in Boca Raton, FL. The successful candidate will be responsible for developing and implementing budget strategies, utilizing advanced Excel skills, and providing financial analysis...
Florida Atlantic University
Boca Raton, FL1 day ago - Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in...Flexible hours
Occupation Elevation
Boca Raton, FL2 days ago $300k
...INVESTMENT FUNDS ASSOCIATE ATTORNEYInvestment Management & Funds Practice GroupOpen to Multiple Locations…list found at the bottom of... ...to manage complex matters independently and serve as a trusted advisor to sophisticated clientsExcellent oral and written communication...Part timeWork at officeiLocatum Recruiting
Boca Raton, FL3 days ago- ...capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our... ...times and is one of Barron’s Top 100 RIA firms. Our advisors provide investment and fiduciary services to individuals, families...Local area
Mesirow Financial
Boca Raton, FL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Investment Advisor. Be the first to apply!
Related searches
- real estate investment Boca Raton, FL
- investment operations Boca Raton, FL
- investment Boca Raton, FL
- investment accountant Boca Raton, FL
- investment intern (private equity) Boca Raton, FL
- community investment Boca Raton, FL
- investment coordinator Boca Raton, FL
- investment firm Boca Raton, FL
- investment consultant
- registered investment advisor