Our client provides financial planning and investment management solutions to high-net worth families, corporate executives, and business owners. The firm has $1B in AUM. Growth year over year is 24%!
Day to day:
3+ years in experience at an RIA or similar organization with direct experience planning and interfacing with high net worth private clients
Series 7/66 are a huge plus but not required
Ability to handle multiple high status client relationships and maintain organization across teams and customers to ensure effectiveness
Why work here:
Amazing tenure - in 16 years, only 1 person left
Ability to be President of the firm in the near future
Family like culture
Example: the firm has offered student loans repayment/mortgage help/scholarship for employees children