Associate Wealth Manager

13B AUM Independent Wealth Management Firm Salt Lake City, Tucson, Albuquerque, Portland Overview Dynamic, fast growing 13B Independent RIA is seeking an Associate Wealth Manager to assist advisors with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Clear progression toward a Lead Advisor, supported by hands-on mentorship Highlights The Firm has been growing consistently 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.

Compensation

parameters: $100,000 compensation package Opportunity to work fully remote. Ideally based out of Salt Lake City, Tucson, Albuquerque, Portland Requirements CFP and/or Current Series 65 2 years experience in the wealth management arena