Title: Join Our Team as a Principal Wealth Manager in the Financial Services Sector.
Introductory paragraph:
We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselves on providing innovative solutions that change the future of Wealth Management.
Qualifications:
- Bachelor's degree in finance or related field.
- Certified Financial Planner (CFP) designation preferred.
- Active FINRA series 7 & 63 licenses.
- Transferrable book of business (minimum $15m AUM)
This is an incredible opportunity to be apart of a Series A Fintech with full-service technology for advisors with industry leading revenue payouts and equity in the firm.