Wealth Strategist

Job details:

This Jobot Job is hosted by: Josh Forth

About the role

Join a top wealth management firm as a Wealth Strategist / Advisor. We redefine how high-net-worth families manage and preserve their wealth through personalized, relationship-driven services. Our modern multi-family office offers comprehensive wealth management including investment management, tax strategy, estate planning, and financial planning.

Responsibilities

• Manage and develop client relationships
• Provide comprehensive wealth management services
• Collaborate with cross-functional teams to deliver solutions
• Stay updated on industry trends and regulatory changes

Requirements

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

Qualifications

• Strong interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Proven ability to manage complex financial portfolios
• Passion for helping high-net-worth individuals achieve their financial goals

Skills

• Financial planning
• Estate planning
• Tax strategy
• Investment management

Benefits

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

Pay

$150,000 - $175,000 per year

Schedule

Flexible work schedules

Benefits

• Comprehensive benefits package
• Accelerated career growth opportunities
• Fun company activities

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.