Chief Growth Strategist

About Our Organization

We are a premier wealth management firm dedicated to delivering exceptional financial planning and investment services to high net worth individuals.

With an extensive network of offices nationwide, we strive to perfect our craft of personalized financial planning through our team-based approach. Our Roundtable and UniFi processes enable us to provide unique financial plans and investment management services that exceed industry standards.

Since 1997, we have consistently raised the bar in wealth management by offering specialized knowledge and attentive service that empowers our clients to craft their ideal future.

Due to exciting growth, we are seeking highly skilled business development professionals to join our team as High Net Worth Business Development Executives. This role involves supporting our local financial advisory teams, leading client-facing initiatives to acquire new high net worth clients with investable assets exceeding $500,000. The ideal candidate possesses a broad understanding of wealth management practices, financial planning, and strategic business growth.

The successful candidate is a seasoned business development and relationship builder with an entrepreneurial mindset, capable of driving revenue growth through effective marketing and sales strategies. This is a remote opportunity, and we are hiring in multiple locations.