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We are currently looking for an accomplished Executive Wealth Strategist to join our team. This position is with a rapidly expanding Registered Investment Advisory (RIA) firm that specializes in wealth management. Our firm is at the forefront of the industry, offering advanced financial services and technology to help our clients reach their financial objectives.

As an Executive Wealth Strategist, you will have the opportunity to work closely with individuals and families with high net worth. Your role will involve providing comprehensive wealth management solutions, including investment management, financial planning, tax planning, and estate planning.

In order to thrive in this role, it is crucial that you possess a transferable portfolio of client assets valued at $25 million or more. This will allow you to hit the ground running and make an immediate impact on our firm's growth.

In recognition of your expertise and contributions, we offer a highly competitive compensation package. This includes the potential to earn up to $750,000 or more annually through Revenue Participation, Bonuses, and Equity. Our company strongly believes in recognizing and rewarding our employees for their hard work and dedication.

One of the exceptional benefits of this position is the ability to work remotely from any location. We understand the importance of work-life balance and are committed to creating an inclusive and supportive work environment for our employees. Additionally, we provide excellent medical, dental, and vision plans, along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits.