Financial Advisor - Producing Advisor with Portable AUM
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De functie
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.
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