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UHNW Financial Advisor - #1 Wealth Management Firm - Virtual -

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Job Description

Job Description

UHNW Financial Advisor #1 Wealth Management Firm - Virtual - 27739476

Our client is the world's largest Wealth Manager, ranked #1 in Client Satisfaction and making incredible Offers to join them Right Now! They are looking for UHNW Wealth Management Owners, VP's, Managing Directors and Financial Advisors in California, Florida, Massachusetts & Texas. In addition, they also have Senior Financial Advisor openings in every major US city!

If you are a Wealth Management VP Managing Director, Director, VP, Senior Investment, Wealth Management Advisor, Financial Consultant, Investment Advisor, Private Wealth Advisor, Market Direct in Banking, Team Banker for Ultra High Net Worth, Private Client Advisor, VP Wealth Management Banker, Managing Director, Relationship Banker, Private Wealth Management, with (7-30) years of experience, (5) years in current role, a Book of Business of $100M+ and Trailing-12 Months Production from $1M-$10M+ or more, our Client wants to make you an Offer!

We are not asking any Advisor, Managing Director, VP, Owner or Team to interview! This is a Competitive Sign-On Bonus and Annual Earnings Package Opportunity! Compare Our Client's Offer with Your Current Career Path and get back to us ASAP!

Again, If you are a Financial Advisor, Private Banking Advisor, Owner, VP or Managing Director, with (7-30) years of experience, a Book of Business of $100M+ and Trailing-12 Months Production from $1M-$10M+ or more, we want to make you an Offer!

Our client offers a Sign-On Bonus from $1M-$5M+ or Higher (Based on T-12), Base Salary from $400K-$500K+ (Based on T-12), Total Earnings from $750K-$1M+ (No Cap) and They Buy Your Book @ Retirement. This Offer can be extended to You alone or You & Your Team, with each Financial Advisor getting a Sign-On Bonus Check + Base Salary (based on T-12!

Our client has multiple, immediate Owner, VP, Managing Director & Financial Advisor "offerings" in California, Florida, Mass. and Texas. In addition, they have individual Financial Advisor openings in all major cities in the US!

Our client prefers Advisors, VP's, Managing Directors, Owners, etc. from Wealth Management companies like Morgan Stanley, Merrill Lynch, Bernstein, Raymond James, Fidelity, Northwestern Mutual, Goldman Sachs, JP Morgan Chase, VP's @ Banks of Wells Fargo, BNY Mellon, Citi, Republic Bank, Truist Financial or Regional Banks of PNC and Fifth Third, etc..

Here s Why You ll Love These Opportunities:

  • Strong $250K-$500K+ Base Salary, $1M-$5M+ Sign-On Bonus (Both based on T-12) + They Buy Book @ Retirement!
  • Our client will move Your Book of Business, which you still own, with NO hurdles on your end and assume 100% of the Risk!
  • If Your Advisory Team is Brought Over, Each Financial Advisor will Receive a Sign-On Bonus & Base Salary (per T-12)!
  • You'll also get some of the Highest Commission Rates in the Market Today.
  • After Allocations you are not responsible for Managing Portfolios.
  • Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics.
  • Our Client covers All Expenses and offers Matching 401K!
  • Exceptional Training, Support and Great Offices for Presentations.
  • $1M-$5M+ Sign-On Bonus, based on current T-12 Income + They Buy Your Book @ Retirement!

Here s What You Bring To The Table:

  • (7-30) years experience as a successful Owner, VP, Managing Director, Wealth Manager, Financial Advisor, etc..
  • Currently Managing a $100M Book (or higher) of Business and T-12 Production anywhere from $1M-$10M (or more).
  • Private Client Banking Sales or Service in Wealth Management or Investments
  • Successful Mutual Fund or Hedge Fund Reps (including Sales Managers, VP s or Owners).
  • Looking for Top 10% of Owners, VP's, Managing Directors, Wealth Managers, Financial Advisors, etc...
  • Successful, Stable & Well-Connected in Your Community!

Base Cities: Multiple offerings state-wide in California, Florida, Mass & Texas + Individual spots in all Major Cities in the US!

Territory: Local Community, where you are Well-Connected!

Base Salary: $400,000.00 - $500,000.00 + Or Higher (Based on Book & T-12).

Total Earnings: $1,000,000.00+, No Cap, + Sign-On Bonus ($1M-$5M+) + Buy Your Book @ Retirement (Based on T-12).

Benefits: Promotions + 1st Class Support + All Expenses + Robust Benefit Package + Matching 401K + Client Associates.

Relocation: No

Travel: 10%

Number of Openings: Multiple openings in California, Florida, Mass, TX: Individual + openings all other States.


If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to [email protected]. This company is an Equal Opportunity / Affirmative Action Employer.

Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results.

For a complete listing of our current job listings please visit http://cubemanagement.com/candidates/job-listings/
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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