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client acquisition ria regulatory compliance series 65/66 aum📋 Description
- Client acquisition and AUM growth.
- Personalized advisory aligned with AI resilience.
- Collaborate with fund management team.
- Educate clients; provide thought leadership.
- Continuous learning and market intelligence.
🎯 Requirements
- Active RIA or Series 65/66 licensure; clean record.
- Proven ability to acquire and grow client relationships.
- 5+ years in financial advisory/wealth management.
- Comfort operating in ambiguous, evolving domains.
- Strong written and verbal communication.
- Fiduciary duty mindset and integrity.
🎁 Benefits
- Remote position open to US-based candidates.
- Full-time role with compensation aligned with AUM growth and client outcomes.
- Occasional travel for client meetings, team offsites, and events.
- Regulatory compliance and licensure maintained.
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