This role focuses on working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals
Job Summary
This role focuses on working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals.
The position offers a structured Advisor Development Program journey including one-on-one mentorship, training at the Academy, and opportunities to progress to an independent advisor role.
Employees are eligible for a formulaic incentive plan based on performance metrics against defined targets, along with industry-leading benefits and paid time off.
Matching Summary
This role focuses on working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their financial goals.
Salary
Base: $36.06 - $40.87 hourly; Bonus/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and PTO included