Job Description

OUR CLIENT:

Our client ranks among the largest investment managers in the world, with over $700 billion in assets under management. They have served solely as an investment manager, providing their diverse client base with an uncommon level of transparency. And while most experienced investment managers conduct research, their independent nature as well as the sheer breadth and scale of their effortremains unmatched. And in an industry not typically known for innovation, they understand the world will look different in the next ten years compared to the decades past. They spend their R&D efforts ensuring their clients and advisors will be well-positioned for the future.

In a world where most investment managers look alike, our client is a firm like no other. Their clients expect an experience that goes beyond cold figures. Other firms close deals. They open worlds, forge alliances, and strike new relationships. And they aim to help clients, causes, and communities envision--and achieve--a more prosperous, meaningful future.

CORE VALUES:

TRUSTWORTHINESSThey are accountable. Integrity, transparency, and reliability are core to our business model.

INNOVATIONThey are always working for you, looking for new opportunities. Their high-conviction approach aims to deliver investment clarity and better outcomes.

TEAMWORKThey succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.

EQUITYThey are committed to building a culture of diverse perspectives one where all employees feel valued and are treated fairly.

COMMUNITYThey open doors. Leveraging their connections and mission-aligned resources to build communities of like-minded individuals.

RESPONSIBILITYThey are responsible citizens. They empower our people to make a positive impact for our clients, society, and the world around us.

THE ROLE

The Wealth Advisor represents our client within the communities where they work and reside. Our client is widely recognized for its distinctive, distinguished platform--offering advice that genuinely makes a difference. Their Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients inner circle, the Wealth Advisor intimately understands each clients values, lifestyle, and philanthropic goals. They connect clients to the firms vast planning and investing expertise in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients financial well-being while standing out in a crowded field.

THE IDEAL CANDIDATE

What makes our clients' advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have primarily oriented their practice around their passions, such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. With diverse backgrounds, perspectives, and broad networks, the most effective Advisors embody the following characteristics:

• Entrepreneurial Spirit
• Intellectual Curiosity
• High Emotional Quotient ("EQ")
• Determination and Relentless Drive for Success
• Spirit of Generosity in Working With and Within Their Community
• Excellent Interpersonal and Communication Skills
• Structure and Discipline

...and the following qualifications:

• An existing network that can be continuously cultivated and expanded within the community
• Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors
• Comfortable interacting with individuals of significant wealth
• Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for a meaningful life and business decisions
• Trustworthiness and personal integrity that is beyond reproach
• Strong academic credentials
• A passion for investing and for people

MARKET-LEADING TRAINING PROGRAM

They do not take our success for granted. The firms culture is deeply rooted in lifelong learning, innovation, inclusion, and never settling for the status quo. Because their hiring profile is unique among our industry peers, they strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The brightest minds facilitate the program at our client, including portfolio managers, wealth strategists, top senior Advisors, and senior management. Training doesnt stop there. They support our advisors with continuing education and ongoing professional development throughout their careers.

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