Overview
Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.
No cap on upside. Long term payouts in perpetuity.
Highlights
- Top 25 firm in the WAS custodial referral program channel
- Opportunity for overrides while assisting Financial Advisors nationwide to close business.
- Above market payout in perpetuity on all AUM
- Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
- The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
Requirements
- 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.
- Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).
