This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals
Job Summary
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals.
The position offers a structured journey through the Advisor Development Program (ADP) to train employees to become successful independent financial advisors.
Employees receive industry-leading benefits, access to paid time off, and ongoing professional development opportunities within a culture committed to diversity and transparency.
Matching Summary
This role involves working with high-net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with their life goals.
Salary
Base: $75,000.00 - $85,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and resources