Wealth Advisor, CFP
$250K/yr
Firm Overview Fully Independent Fee-Only RIA seeks a Wealth Advisor, CFP who is passionate about ... compensation package Requirements * CFP required
$250K/yr
Firm Overview Fully Independent Fee-Only RIA seeks a Wealth Advisor, CFP who is passionate about ... compensation package Requirements * CFP required
$250K/yr
Firm Overview Fully Independent Fee-Only RIA seeks a Wealth Advisor, CFP who is passionate about ... compensation package Requirements * CFP required
Portland, OR · Hybrid
$100K - $150K/yr
... RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and ... Compensation Range: $100,000 - $150,000+ first-year compensation, depending on experience, with ...
Portland, OR · Hybrid
$100K - $150K/yr
... RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and ... Compensation Range: $100,000 - $150,000+ first-year compensation, depending on experience, with ...
Nashville, TN · Remote
$70K/yr
Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc ... eligible to earn special compensation based on sales. This role will also be eligible for ...
Nashville, TN · Remote
$70K/yr
Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc ... eligible to earn special compensation based on sales. This role will also be eligible for ...
Nashville, TN · On-site +1
$70K/yr
Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc ... eligible to earn special compensation based on sales. This role will also be eligible for ...
Nashville, TN · On-site +1
$70K/yr
Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc ... eligible to earn special compensation based on sales. This role will also be eligible for ...
Schenectady, NY · On-site +1
$150K/yr
Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and ... Various factors contribute to determining the actual base compensation offered, including but not ...
Schenectady, NY · On-site +1
$150K/yr
Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and ... Various factors contribute to determining the actual base compensation offered, including but not ...
Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and ... Various factors contribute to determining the actual base compensation offered, including but not ...
Advanced professional certifications such as the CFA, CIMA, AAMS, or CFP are highly desirable and ... Various factors contribute to determining the actual base compensation offered, including but not ...
Palm Springs, FL · On-site
$130K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ...
Quick apply
Apply Early
Palm Springs, FL · On-site
$130K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ...
Apply Early
Palm Springs, FL · On-site
$130K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ...
Palm Springs, FL · On-site
$130K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... CFP in good standing for 3+ years Additional Requirements: * No disclosures on your public ...
Brooklyn, NY · On-site
$80K - $120K/yr
Type: Full-Time Compensation: $80,000-$110,000 base + performance bonus About Us First Affirmative ... Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single ...
Brooklyn, NY · On-site
$80K - $120K/yr
Type: Full-Time Compensation: $80,000-$110,000 base + performance bonus About Us First Affirmative ... Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single ...
New York, NY · Remote
$80K - $120K/yr
Type: Full-Time Compensation: $80,000$110,000 base + performance bonus About Us First Affirmative ... Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single ...
Quick apply
New York, NY · Remote
$80K - $120K/yr
Type: Full-Time Compensation: $80,000$110,000 base + performance bonus About Us First Affirmative ... Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single ...
... RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to ... 000+ compensation package Requirements * CFP required as well as 10+ years wealth management ...
... RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to ... 000+ compensation package Requirements * CFP required as well as 10+ years wealth management ...
Rochester, NY · On-site
$170K/yr
Succession Planning Independent, multi-billion-dollar AUM RIA in Rochester, New York is seeking a ... Advanced designations such as CFP, CPA, JD or CFA preferred
Rochester, NY · On-site
$170K/yr
Succession Planning Independent, multi-billion-dollar AUM RIA in Rochester, New York is seeking a ... Advanced designations such as CFP, CPA, JD or CFA preferred
Dallas, TX · On-site
CFP, CPA, CFA, or JD strongly preferred or required. * Experience supporting affluent or high net ... a high quality RIA platform. Compensation and Benefits The firm offers competitive base ...
Quick apply
Apply Early
Dallas, TX · On-site
CFP, CPA, CFA, or JD strongly preferred or required. * Experience supporting affluent or high net ... a high quality RIA platform. Compensation and Benefits The firm offers competitive base ...
Apply Early
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ... Bachelor's degree required; advanced degree, CFA, CAIA, and/or CFP preferred. Compensation $115k ...
Quick apply
Apply Early
Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ... Bachelor's degree required; advanced degree, CFA, CAIA, and/or CFP preferred. Compensation $115k ...
Apply Early
Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ... Bachelor's degree required; advanced degree, CFA, CAIA, and/or CFP preferred. Compensation $115k ...
Strong understanding of RIA, TAMP, and custodial operational platforms and workflows. * Experience ... Bachelor's degree required; advanced degree, CFA, CAIA, and/or CFP preferred. Compensation $115k ...
Denver, CO · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Quick apply
Apply Early
Denver, CO · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Apply Early
$61K - $68.3K
4% of jobs
$68.3K - $75.5K
5% of jobs
$75.5K - $82.8K
11% of jobs
$86.7K is the 25th percentile. Wages below this are outliers.
$82.8K - $90.1K
9% of jobs
$90.1K - $97.4K
14% of jobs
The median wage is $100.7K / yr.
$97.4K - $104.6K
15% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$104.6K - $111.9K
20% of jobs
$111.9K - $119.2K
12% of jobs
$119.2K - $126.5K
4% of jobs
$126.5K - $133.7K
2% of jobs
$133.7K - $141K
4% of jobs
$61K
$101.9K
$141K
Firm Overview
Fully Independent Fee-Only RIA seeks a Wealth Advisor, CFP who is passionate about managing client relationships to provide comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division.
Not a sales role; no portable book of business required
Requirements
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Recruiting and staffing services
11 - 50 Employees
Long Beach, NY, US
2017