Banking & Financial Services - Private Banker / RM / Wealth Manager jobs
3 Matching Jobs
Private Banker / RM / Wealth Manager jobs
My client is seeking a Senior Financial Planner who is interested in an opportunity with a business development focus. The ideal candidate would be sales-oriented with a strong working knowledge of financial planning and investment strategies.
- RIA seeking an experienced Financial Advisor interested in a BD/strategy focus
- $5 billion+ AUM w/ a strong internal investments, research, & operational team
My client is a boutique wealth management firm that provides financial planning and investment management services to individuals, companies, and small business owners. The firm has doubled in assets over the last 3 years and is seeing significant, continued growth and development. My client is seeking an experienced Relationship Manager/Financial Planner that is interested in growing their career in financial advisory.
- Boutique wealth management firm looking to build this new role around the person
- Doubled in assets over the last two years and is looking to continue to grow