Trainee/Newly Qualified Accountant providing financial support to Zurich's Irish Finance Team. Ensuring compliance with accounting methodologies and managing reporting activities within a dynamic environment.
About the role
- Lead and grow a new wealth management division under a boutique RIA in Wilmington. Manage client relationships and deliver comprehensive wealth management services.
Responsibilities
- Lead the launch and growth of a new wealth management offering under an established independent RIA brand.
- Transition and manage your existing book of client relationships, with full autonomy over planning, advice, and portfolio construction.
- Deliver holistic wealth management, including financial planning, investment strategy, retirement planning, tax aware portfolio structuring, and estate planning coordination.
- Collaborate with the firm’s portfolio manager and research team to align client portfolios with a long term, value oriented investment philosophy where appropriate.
- Serve as the primary trusted advisor for high net worth and mass affluent households, focusing on long term relationships rather than product sales.
- Develop new business through referrals, centers of influence, and the firm’s relationships with affluent families and business owners in the Wilmington area.
- Meet with clients in person in the Wilmington region and maintain a consistent but flexible in office presence for collaboration with the founder and team.
- Ensure compliance with RIA regulations and firm policies, working closely with an experienced compliance function.
- Participate in firm level discussions on strategy and growth, with an eye toward future equity participation and potential succession into an existing book.
Requirements
- 4+ years of experience as a Financial Advisor, Wealth Advisor, Investment Advisor Representative, or similar client facing advisory role.
- Proven track record managing and retaining client relationships, with at least 35,000,000 in reasonably portable fee based AUM.
- Strong skills in financial planning, portfolio construction, and investment advice for high net worth or mass affluent clients.
- Appropriate licenses to act as an Investment Advisor Representative such as Series 65 or equivalent, with the ability to update state registrations upon joining.
- Client first, ethical approach with a desire to operate in a fee only, independent environment.
- Comfort working entrepreneurially to build and grow a practice while leveraging firm infrastructure and brand.
- Willingness to live in or relocate to the Wilmington, North Carolina area and maintain regular in person contact with clients and the firm.
Benefits
- Dental insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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