Careers

PLEASE NOTE: All interviews and applications are kept confidential.

We are in search of a highly experienced Senior Financial Strategist to join our client, a rapidly growing firm specializing in Wealth Management Registered Investment Advisory (RIA). Our client is an industry leader known for providing cutting-edge financial services and technology to help clients achieve their financial goals.

As a Senior Financial Strategist, you will have the exciting opportunity to work with high net worth individuals and families, offering comprehensive wealth management services such as investment management, financial planning, tax planning, and estate planning.

To excel in this role, it is crucial that you bring a portable client asset book of at least $25 million. This will enable you to make an immediate impact and contribute to the growth of our firm from day one.

In recognition of your expertise and contributions, our firm offers a highly competitive compensation package, including potential earnings of up to $750,000 or more per year through Revenue Participation, Bonuses, and Equity. We strongly believe in rewarding our employees for their dedication and hard work.

One of the unique advantages of this opportunity is the ability to work remotely. We understand the importance of a work-life balance and are committed to creating an inclusive and supportive work environment for all our employees. Additionally, we provide excellent medical, dental, and vision plans, unlimited paid time off, company holidays, and a 401(k) plan, among other outstanding benefits.

Please note that if you are currently bound by non-compete or non-solicitation agreements with your previous or current employer, we still encourage you to apply for this role.

We are an equal opportunity employer. All applications will be kept confidential.