Related skills
account management ria regulatory compliance series 65/66 wealth_management📋 Description
- Client acquisition and AUM growth.
- Personalized advisory aligned with AI resilience thesis.
- Collaboration with the fund management team.
- Client education and thought leadership.
- Continuous learning and market intelligence.
🎯 Requirements
- Active RIA or Series 65/66 licensure.
- Proven ability to acquire and grow client relationships.
- 5+ years in financial advisory or wealth management.
- Comfort operating in ambiguous, evolving domains.
- Strong written and verbal communication.
🎁 Benefits
- Remote role for US-based candidates.
- Full-time with compensation linked to AUM growth.
- Occasional travel for client meetings and events.
- Must maintain active RIA or Series 65/66 licensure.
- Equal Opportunity Employer.
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!