Job Description:

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 clientsSeries 766 are a huge plus but not required Ability to handle multiple high status client relationships and maintain organization across teams and customers to ensure effectivenessWhy work here: Amazing tenure - in 16 years, only 1 person leftAbility to be President of the firm in the near future Family like cultureExample: the firm has offered student loans repaymentmortgage helpscholarship for employees childrenNumerous team eventsGreat benefitsFast growing: Growth year over year is 24%!