Senior Wealth Manager jobs in United States
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Simplex. ยท 1 week ago

Senior Wealth Manager

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$200K/yr - $250K/yr

Simplex is a Registered Investment Advisor that manages over 3.5 Billion for high-net-worth individuals and family clients. They are seeking a Wealth Manager to work directly with the CEO to grow the Florida business, offering top-notch wealth management services and collaborating on strategic initiatives.

Hiring Manager
Julia Littleton
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Responsibilities

Collaborating directly with the CEO to grow the Florida business. ( strategy, growth, execution)
Offer top-notch Wealth Management services to the client base

Qualification

Wealth ManagementClient ServicesIndustry KnowledgeBusiness ConnectionsCareer Growth Orientation

Required

Experience in a Senior or Lead Wealth Management position
Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
The desire to push their career, earnings, and personal opportunities through the roof
Strong Customer / Client services orientation

Company

Simplex.

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10 years in third party agency and corporate recruiting with a specialization in IT/Engineering placements in high tech companies.
dateFounded in 2012
location
Austin, TX, US
people-size0-1 employees
web-link
http://www.simplexhires.com

Funding

Current Stage
Early Stage

Leadership Team

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Mike Morgan
Partner
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Company data provided by crunchbase