Wealth Manager
$100kHireNexus
This is a great opportunity for a mid-career advisor who's ready to lead client relationships rather than support them. A growing, planning-first RIA with a national footprint is adding to its Fort Lauderdale team, and they're looking for someone with 4+ years of experience who wants to build something long-term.
The firm serves high-net-worth and ultra-high-net-worth families and gives advisors real infrastructure to work with: established referral relationships, an internal advanced planning team, institutional-quality investment options, centralized operations, and up-to-date technology.
If you've been operating in a second-chair capacity and you're ready for the next step, this could be the right move. There's a defined track to partnership, and longer term, a shot at participating in succession planning.
The role involves:
- Growing and managing your own book of high-net-worth clients
- Delivering comprehensive, personalized financial planning and investment guidance
- Collaborating with the firm's planning, investment, and wealth management teams on integrated client solutions
- Bringing in new business through your network, referrals, and business development
- Acting as a dependable, long-term advisor clients can count on
What they're looking for:
- At least 4 years of client-facing experience within an RIA
- A Bachelor's degree and CFP (both required)
- Some track record in business development
- Familiarity with financial planning tools, custodian platforms, and CRM systems
Pay:
$100K guaranteed base for your first two years, with meaningful room to grow beyond that as you build your book.
#J-18808-LjbffrVacancy posted 3 days ago
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