Wealth Strategist

Job details:

This Jobot Job is hosted by: Josh Forth

About the role

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.

Responsibilities

• Led client relationships in previous role
• Work with some of the nation's best clients
• Enjoy time at home with family

Requirements

• 3+ years of work experience (preferably with an RIA)
• CFP designation

Qualifications

• Meaningful work
• Competitive base salary
• Competitive bonus and options package
• Complete benefits package
• Flexible work schedules
• Accelerated career growth
• Fun company activities

Skills

• Strong interpersonal skills
• Excellent communication skills
• Proven ability to build and maintain client relationships
• Knowledge of wealth management principles and practices

Benefits

• Comprehensive benefits package
• Flexible work schedules
• Accelerated career growth opportunities
• Fun company activities

Pay

$150,000 - $175,000 per year

Schedule

Flexible work schedules

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

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