Ref ID: 00412-0010587998
Classification: Branch/Retail Banking
Compensation: $70,000.00 to $80,000.00 per year
For immediate and confidential consideration please email your resume to [Click Here to Email Your Resumé]. ?? This is an EXCEPTIONAL opportunity to join one of the fastest growing RIAs in the country, growing assets under management from $3 billion to over $15 billion in less than 6 years! Today, typical clients include entrepreneurs, corporate executives, and partners in venture capital, private equity, real estate, and law.?The two lead advisors are among the Barron's top 100 advisors annually. They are actively involved in the business and are the real deal! The team has 8 Managing Directors that interact directly with clients, and each has a dedicated team to support them in their effort.? The typical team consists of the Managing Director, Vice President, Director, Senior Associate, and one or more Associates. The team members are AWESOME people and a ton of fun to work with! - You will work closely with the VP?s and Lead Advisors to manage important elements of the client relationship. - You will support the Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation. You will be expected to have an understanding of the Market and keep up with current events as they impact the financial markets. - Collaborate with team members to provide exceptional service as well as devise customized financial strategies for existing and prospective clients - Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials Work hard / Play hard type of environment. They do team outings, intramural sports (if you want), annual team trips, and more! Very collaborative work environment and a ton of learning opportunity.