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).