Related skills
risk management client relationships portfolio construction ria series 65/66📋 Description
- Client acquisition and AUM growth.
- Personalized advisory aligned with AI resilience.
- Collaboration with fund management team.
- Client education and thought leadership.
- Continuous learning and market intelligence.
🎯 Requirements
- Active RIA or Series 65/66 licensure with clean record.
- Proven ability to grow client relationships.
- 5+ years in financial advisory/wealth management.
- Comfort in evolving, ambiguous domains.
- Strong written and verbal communication.
🎁 Benefits
- Remote position open to US-based candidates.
- Full-time role tied to AUM growth.
- Occasional travel for client meetings.
- Maintain active licensure and regulatory compliance.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Finance Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!