Senior Wealth Manager

14B+ AUM Independent Wealth Management Firm

Overview

Dynamic, fast growing 14B+ Independent RIA is seeking a Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Highlights

• The Firm has been growing consistently 30%+ year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
• Build upon the Firm’s extensive success using well-proven firm-provided referrals to source and manage relationships with high-net-worth clientele
• Compensation parameters: $150,000+ package, clear track to $400,000+
  

Requirements

• CFP strongly preferred
• 10+ years experience leading relationships with high-net-worth clientele