Job Summary

• The role focuses on delivering a high-touch, personalized client experience through proactive relationship management and strategic financial planning.
• Candidates will collaborate with advisory teams to grow long-term relationships with an elite client base while identifying opportunities to expand wallet share.
• The company offers a flexible work environment, generous paid time off, and a 401(k) plan with up to 6% company matching contributions.

Matching Summary

Salary

Base: $87,400.00 - $123,400.00; Bonus/Equity: Sales incentives and bonus plan available depending on performance; Benefits: Medical, dental, vision, life insurance, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Key Requirements

• FINRA Series 65 required
• 5+ years related work experience
• Bachelor Degree in Business or equivalent
• Authorized to work for any employer in the U.S.
• Fingerprinting required

Work Rights