"Architects of Wealth Strategy"
Strategists Needed
A growing high‑net‑worth advisory firm is seeking an experienced Strategists to lead a small advisory team and manage a personal book of high‑net‑worth clients. This hybrid role blends team leadership, client advisory, and strategic planning, offering significant autonomy and impact in a collaborative, low‑overhead environment.
Compensation:
- Base salary $150,000–$200,000 depending on experience and book size
- Performance bonuses
- Additional firm‑success bonus potential
- Health, dental, vision, 401(k) with match
- Professional development stipend
- Generous PTO
- Hybrid work flexibility
Key Responsibilities
- Lead, mentor, and develop a team of 2–4 advisors
- Conduct training, performance reviews, and collaborative team sessions
- Foster accountability, communication, and knowledge‑sharing
- Maintain a personal book of high‑net‑worth clients ($1M+ AUM)
- Deliver comprehensive financial planning through a retainer‑based model
- Provide fee‑based, commission‑based, and alternative investment guidance
- Onboard new clients sourced through business development
- Support co‑advisory opportunities to enhance retention and cross‑selling
- Lead complex planning involving alternatives
- Ensure strict compliance with SEC/FINRA standards
- Monitor portfolios and deliver proactive insights
- Improve firm workflows and processes in planning and CRM systems
- Support strategic growth initiatives and revenue expansion
- Assist leadership with select high‑touch business development efforts
Qualifications
Required
- SERIES 7 – A MUST
- Series 66 (or equivalent)
- 10+ years in wealth management
- Prior leadership of 2+ advisors
- Bachelor’s degree in Finance or related field (MBA a plus)
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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