Financial Advisor - Producing Advisor with Portable AUM
Ist diese Stelle etwas für Sie?
Lebenslauf erstellen Erstellen Sie Ihren Lebenslauf und entdecken Sie Ihre Übereinstimmung mit dieser Stelle — und mit allen anderen.
Die Stelle
Serve as the primary relationship manager for client households, delivering fiduciary financial planning and investment advice.
Maintain ownership of client relationships while leveraging a robust support infrastructure for planning, operations, and service.
Collaborate with internal teams on portfolio management, onboarding, billing, and client reporting.
Contribute to business development and organic growth through client referrals and strategic initiatives.
Operate in a hybrid work environment with employer-paid benefits and ongoing professional development.
Requires 5+ years of client-facing experience and a portable $20M+ AUM book, Series 65, with CFP/CFA preferred and a clean compliance record.
Maintain ownership of client relationships while leveraging a robust support infrastructure for planning, operations, and service.
Collaborate with internal teams on portfolio management, onboarding, billing, and client reporting.
Contribute to business development and organic growth through client referrals and strategic initiatives.
Operate in a hybrid work environment with employer-paid benefits and ongoing professional development.
Requires 5+ years of client-facing experience and a portable $20M+ AUM book, Series 65, with CFP/CFA preferred and a clean compliance record.
Die vollständige Anzeige sehen
Aufgaben, Anforderungen, Kompetenzen und Vorteile — mit Ihrem kostenlosen Konto.
oder
Bereits ein Konto?
AnmeldenÄhnliche Stellen
Weitere Positionen, die passen könnten.