Wealth Manager Job at StevenDouglas, Inverness, FL

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  • StevenDouglas
  • Inverness, FL

Job Description

The Private Wealth Group at StevenDouglas is representing a leading $12.5B RIA and Multi-Family Office that is seeking to add a Wealth Advisor to their growing team in Inverness, Florida.

In this role, you will be directly responsible for maintaining long-term, trusted relationships with clients by delivering customized, thoughtful financial planning and investment advice. Due to significant growth, the firm has an overflow of clients and is looking for a Wealth Advisor to help manage these relationships. Client minimums are $1M.

Key Highlights:

  • No book of business required — clients will be provided.
  • Must have CFP designation.
  • Opportunity to join a well-established, growing firm with a strong reputation in the UHNW/HNW space.
  • Hybrid Schedule

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