Job Summary

• The role supports senior advisor partners in managing a $4 billion book of business through investment research, trading, and operations.
• Candidates will participate in client meetings, draft summaries, and conduct market reviews to deliver a high-quality client experience.
• The position requires applying foundational tax principles to identify implications related to investments, withdrawals, and account types while ensuring regulatory compliance.

Matching Summary

Salary

Base: $125,000 to $150,000; Bonus/Equity: Eligible bonuses, equity, and commissions for some positions; Benefits: Health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid-time-off

Skills & Requirements

Key Requirements

• Bachelor's degree or 15 years relevant experience
• 7-10 years of relevant experience
• FINRA Series 65 required
• No travel required

Work Rights