Jobs · Finance · Florida

Registered Investment Advisor

Financial Trust Asset Management · Boca Raton, FL · 1 mo ago
HybridFinanceFull-time

Benefits

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About the role

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

The 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

Your Opportunity

If you’re ready to take your practice to the next level, we’d love to speak with you.

Contact

Joseph Hage, President
Phone: (954) 254-2338
Email: jhage@financialtrust.net

Company Information

Financial Trust Asset Management
Registered Investment Advisor
Boca Raton, FL | Lakewood Ranch, FL
www.financialtrust.net

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