Investment Advisor Representative

🕒 il y a 1 mois

🍂 Massachusetts – Distant

🍂 Massachusetts – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 24%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Exemplar Companies, PBC

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11 - 50 employés

Fondée en 2005

💼 Conseil

📋 Conformité

💸 Finance

Consulting • Compliance • Finance

<Exemplar Companies, PBC> Exemplar Companies, PBC est une entreprise de connaissances professionnelles intégrée de manière holistique qui fournit des services juridiques, fiscaux & comptables, de conformité, de stratégie, de levée de fonds et de gestion de patrimoine aux startups, aux entreprises en croissance et aux organisations à impact. L'entreprise met l'accent sur un modèle tarifaire basé sur la valeur, axé sur la relation (pas de facturation horaire) et une approche interdisciplinaire "one team", offrant des conseils coordonnés dans le domaine du droit, de la finance, de la conformité et de la stratégie à travers des programmes tels que son abonnement Flexpertise pour les entreprises en expansion.

Description

• Serve as an Investment Advisor Representative (IAR) of Exemplar Wealth Advisors • Bring and continue to manage an existing book of business and client relationships • Grow assets under management and develop new client relationships • Provide investment management, portfolio construction, asset allocation, and comprehensive wealth planning • Identify additional opportunities to serve existing clients through Exemplar’s integrated professional services platform • Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners • Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory • Utilize Exemplar’s technology and platform to enhance client service, efficiency, and business growth • Participate in networking, referrals, and business development activities • Maintain compliance with applicable regulations and firm policies

🎯 Exigences

• Established investment or wealth advisor with an existing book of business • Demonstrated experience managing client relationships and investment portfolios • Series 65 required or ability to satisfy applicable registration requirements • Proven ability to retain clients and grow assets under management • Strong investment, communication, and relationship-management skills • Entrepreneurial mindset and ability to operate independently • Commitment to a fiduciary, client-first approach • Alignment with Exemplar’s values and culture • CFP® designation preferred • Experience serving HNW/UHNW clients preferred • Significant AUM preferred • Experience with alternative investments/private markets preferred • Experience with entrepreneurs, business owners, executives, or complex families preferred • Existing professional referral network preferred • Experience operating within an RIA or independent advisory model preferred

🏖️ Avantages

• Existing Book of Business: Continue serving the clients and relationships you have already built • Expand Client Revenue: Introduce additional services and solutions to existing clients through Exemplar’s broader platform • Integrated Platform: Access coordinated expertise across investments, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives • Technology: Benefit from a fully integrated technology platform designed to support your practice and client experience • Entrepreneurial Model: Operate with the flexibility and autonomy of a 1099 affiliation • Collaborative Resources: Work alongside professionals who can help address the increasingly complex needs of your clients • Competitive Economics: Competitive advisor payout structure designed for experienced advisors

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