We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
We are currently hiring for the below positions only:
Private Wealth Advisor
- 5Yr minimum experience working in an investment related, client facing role.
- 2Yr of client facing experience working with high net worth or ultra-high net worth clients.
- $20 million in AUM or ability to transfer in $20 million of new client assets within 90 days of commencement.
- Licensed with Series 6, 63/65 or 66, in good standing with clean FINRA and SEC record.
- Active insurance license a plus, but not required.
- Minimum education requirement of BS or BA, with preference towards MBA, MS in finance, financial engineering, economics, DBA, CFA, Ph.d.
Send resume and cover letter to: