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