Vice President
RemoteUnited States
United StatesRemoteFull TimeSenior LevelSmall
Full TimeSenior LevelSmall
Job Summary
Transition a book of business with a minimum of $30 million in assets under management and $250,000 in annual fee revenue to our RIA platform. Adhere to all regulatory guidelines and compliance requirements to ensure ethical and compliant practices. Submit application details regarding your existing AUM and fee revenue. This full fee-based position offers a 50-70% payout structure based on performance and provides a no-charge workspace for advisors working from the Boca Raton office.
Required Qualifications
- Proven track record of managing a book of business with a minimum of $30 million in AUM and generating $250,000 or more in annual fee revenue
- Familiarity with RIA services and regulations
- The candidate must have a clear financial regulatory track record
- Strong knowledge of investment products, financial planning strategies, and wealth management principles
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