Global asset manager focused on delivering better client outcomes for over 75 years. Hello progress.
RIA Director
Location
Arizona + 5 moreAll locations: Arizona, Colorado, Kansas, New Mexico, Missouri, Utah
Posted
6 days ago
Salary
$125K / year
Job Description
Job Requirements
- Knowledge of the financial industry and its businesses and products
- Bachelor’s degree or equivalent
- Typically has 8-12+ years related experience.
- Proven success selling to RIAs, Bank Trusts or Private Banks.
- Series 7 and 63
- Looking for a candidate to reside in a strategic location within the territory
- CFA /MBA desirable
Benefits
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
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