Career Opportunity
Wealth Manager
Category
Wealth Management - Client Facing
Location
Fort Lauderdale, Florida
Salary
$90,000 - $100,000
Job Reference
249988
Wealth Manager, CFP
This is a great opportunity for a mid-career advisor who's ready to lead client relationships rather than support them. A growing, planning-first RIA with a national footprint is adding to its Fort Lauderdale team, and they're looking for someone with 4+ years of experience who wants to build something long-term.
The firm serves high-net-worth and ultra-high-net-worth families and gives advisors real infrastructure to work with: established referral relationships, an internal advanced planning team, institutional-quality investment options, centralized operations, and up-to-date technology.
If you've been operating in a second-chair capacity and you're ready for the next step, this could be the right move. There's a defined track to partnership, and longer term, a shot at participating in succession planning.
The role involves:
- Growing and managing your own book of high-net-worth clients
- Delivering comprehensive, personalized financial planning and investment guidance
- Collaborating with the firm's planning, investment, and wealth management teams on integrated client solutions
- Bringing in new business through your network, referrals, and business development
- Acting as a dependable, long-term advisor clients can count on
What they're looking for:
- At least 4 years of client-facing experience within an RIA
- A Bachelor's degree and CFP (both required)
- Some track record in business development
- Familiarity with financial planning tools, custodian platforms, and CRM systems
Pay: $100K guaranteed base for your first two years, with meaningful room to grow beyond that as you build your book.
Wealth Manager, CFP
This is a great opportunity for a mid-career advisor who’s ready to lead client relationships rather than support them. A growing, planning-first RIA with a national footprint is adding to its Fort Lauderdale team, and they’re looking for someone with 4+ years of experience who wants to build something long-term.
The firm serves high-net-worth and ultra-high-net-worth families and gives advisors real infrastructure to work with: established referral relationships, an internal advanced planning team, institutional-quality investment options, centralized operations, and up-to-date technology.
If you’ve been operating in a second-chair capacity and you’re ready for the next step, this could be the right move. There’s a defined track to partnership, and longer term, a shot at participating in succession planning.
The role involves:
- Growing and managing your own book of high-net-worth clients
- Delivering comprehensive, personalized financial planning and investment guidance
- Collaborating with the firm’s planning, investment, and wealth management teams on integrated client solutions
- Bringing in new business through your network, referrals, and business development
- Acting as a dependable, long-term advisor clients can count on
What they’re looking for:
- At least 4 years of client-facing experience within an RIA
- A Bachelor’s degree and CFP (both required)
- Some track record in business development
- Familiarity with financial planning tools, custodian platforms, and CRM systems
Pay: $100K guaranteed base for your first two years, with meaningful room to grow beyond that as you build your book.
Search Jobs
Other Open Positions
Wealth Advisor
Wealth Management - Client Facing
$80,000 - $100,000
Dallas, Texas
SFWWealth Advisor CFPWealth Advisor, Path to PartnershipThis is a tremendous opportunity for a mid-career advisor to join a growing RIA with a national presence that is looking to add ambitious advisors to their team in DFW. The firm has a "planning-first" focus and services ....
Wealth Advisor
Wealth Management - Client Facing
$90,000 - $100,000
Scottsdale, Arizona
Wealth Advisor A well-established, nationally-recognized RIA is looking to bring on an ambitious wealth advisor for its Scottsdale office. This firm takes a planning-first approach and works with high-net-worth and ultra-high-net-worth clients and families. Advisors here plu ....
Wealth Manager
Wealth Management - Client Facing
$90,000 - $100,000
Fort Lauderdale, Florida
Wealth Manager, CFPThis is a great opportunity for a mid-career advisor who's ready to lead client relationships rather than support them. A growing, planning-first RIA with a national footprint is adding to its Fort Lauderdale team, and they're looking for someone with 4+ y ....
Wealth Advisor
Wealth Management - Client Facing
$100,000 - $100,000
Minneapolis, Minnesota
Wealth Advisor CFPWealth Advisor, Path to PartnershipThis is a tremendous opportunity for a mid-career advisor to join a growing RIA with a national presence that is looking to add ambitious advisors to their team in Minneapolis. The firm has a "planning-first" focus and ser ....
Senior Associate Wealth Advisor
Wealth Management - Client Facing
$120,000 - $170,000
Redwood City, California
Senior Associate Wealth Advisor hireneXus has partnered with an established, independent, fee-only RIA in the San Francisco Peninsula to help them add a Senior Associate Wealth Advisor to their team. The firm has gone through tremendous growth over the last 24-36 months and ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Miami, Florida
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Miami area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that is de ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Minneapolis, Minnesota
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Minneapolis area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Los Angeles, California
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in Los Angeles area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that is ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Charlotte, North Carolina
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Charlotte, NC area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality th ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
St. Louis, Missouri
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in St. Louis, MO. This is a unique opportunity for an advisor to take over an existing book of business over an 18-month period. The firm h ....
