Job Description

Senior Wealth Advisor

Sports & Artists

East Coast

6B+ AUM Registered Investment Advisor serving high net worth and ultra-high net worth clientele seeking a Senior Wealth Advisor. Firm clientele includes professional athletes, coaches and owners for all major sports in addition to musicians, actors, directors and writers.

Highlights

• Full suite of services tailored towards the individual needs of athletes and artists, including Family Office Services, Bill Pay, Concierge Security, personal brand protection, etc.
• The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide with a collaborative, fast paced and collegial culture and an internal CPA driven referral program.
• The Firm has been growing at 20%+ annually, both organic and inorganic
• Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
• $250,000+ Compensation Package, including above market base and bonuses, strong multiples on portable AUM, competitive payouts in perpetuity and equity

Requirements

• Strong planning capabilities, CFP preferred
• Track record of successful business development