Senior Financial Planner
Location: ,
PLEASE NOTE: All interviews and applications are kept confidential.
We are seeking an experienced Senior Financial Planner to join our client, a rapidly growing Registered Investment Advisory (RIA) firm specializing in wealth management. Our client is a leader in the industry, offering cutting-edge financial services and technology to assist clients in reaching their financial objectives.
As a Senior Financial Planner, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services including investment management, financial planning, tax planning, and estate planning.
Success in this position hinges on your ability to bring a transferable book of client assets exceeding $25 million. This will enable you to hit the ground running and immediately contribute to the firm's growth.
In recognition of your expertise and contributions, this firm offers a highly competitive compensation package, with potential earnings of up to $750,000 or more per year through Revenue Participation, Bonuses, and Equity. The firm strongly believes in rewarding employees for their dedication and hard work.
One noteworthy aspect of this opportunity is the option to work remotely. The firm values work-life balance and prides itself on creating an inclusive and supportive work environment for all employees. Additionally, they provide excellent medical, dental, and vision plans, unlimited paid time off, company holidays, a 401(k) plan, and other exceptional benefits.
Note: If you are currently or previously bound by non-compete or non-solicitation agreements with your employer, we encourage you to apply for this role.
We are an equal opportunity employer. All applications will be kept confidential.