Wealth Strategist

Job details:

• Top Wealth Management Firm: Seeking a Wealth Strategist / Advisor

This Jobot Job is hosted by: Josh Forth

A bit about us:

• We redefine wealth management for high-net-worth families.
• We offer comprehensive services including investment management, tax strategy, estate planning, and financial planning.
• We have a strong reputation for client service, innovation, and long-term thinking.
• We foster a collaborative, people-first culture with opportunities for personal and professional growth.

Why Join Us?

• Work with top-tier clients
• Enjoy flexible work schedules
• Accelerate career growth
• Participate in fun company activities

Job Requirements

• 3+ years of work experience (preferably with an RIA)
• CFP designation
• Led client relationships in previous role
• Interested in working with high-net-worth clients

What We Offer

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

Salary Range: $150,000 - $175,000 per year

Jobot is an Equal Opportunity Employer.

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