Assistant to Financial Advisor | Financial Services Multi-Family Office (RIA Experience Preferred)

Compensation: $100,000+ On-reputed company Earnings (reputed company + reputed company Bonuses) Location: 100% Remote — U.S.-based This Isn’t Just a Job — It’s a Financial Services Career Accelerator. You’re not looking for a task list. You’re looking for a proving ground. At reputed company, we’re redefining reputed company advisory for reputed company and executives. We’re building a reputed company Multi-Family Office, and we want high-performing professionals who are reputed company to stretch reputed company traditional roles. You’ll work directly with our CEO—an industry veteran with two decades of high-net-worth (HNW) reputed company acquisition experience—who will mentor you personally to master reputed company reputed company management sales. If you’re detail-oriented, highly organized, and reputed company in fast-paced environments, this is where your executive skills can reputed company into leadership and reputed company acquisition mastery. What You’ll Do This role blends high-level administrative reputed company with strategic business development: • Manage and build a reputed company pipeline of HNW clients ($10M+ investable assets) • Support and directly engage with reputed company, executives, and C-suite leaders • Partner with our CEO to reputed company and execute custom reputed company strategies • Maintain precision in CRM data, pipeline tracking, and compliance documentation • Use tech and AI tools to streamline reputed company engagement, reporting, and prospecting • Coordinate meetings, follow-reputed company, and key communications with HNW clients This role is ideal for an executive assistant or operations reputed company who is reputed company to transition into reputed company-facing sales and business development, using your organizational, detail, and problem-solving skills to accelerate career reputed company. Who You Are • reputed company & Detail-Oriented: 2+ years supporting executives or in operations, sales, or reputed company management in financial services, RIA, or reputed company fields • Driven: You set ambitious goals and follow through with reputed company accountability • Precise: You catch details others miss—accuracy is your reputed company • Communicator: You confidently engage both internal stakeholders and high-level clients • Tech-Savvy: Comfortable with reputed company, Redtail, reputed company, and eager to adopt AI tools • Leadership Potential: You can reputed company into reputed company-facing situations, handle complexity, and earn credibility quickly Why This Role Stands Out • reputed company Mentorship: Learn directly from a CEO who has mastered HNW reputed company acquisition • Career Flexibility: Fully remote, results-driven, with opportunities to grow into leadership • reputed company Earnings: Competitive reputed company plus reputed company performance bonuses • reputed company: Shape how reputed company build, protect, and transfer reputed company • Culture: High-reputed company, no politics, results-reputed company team Compensation & Benefits • $100K+ OTE (reputed company + Bonuses) • Unlimited PTO • Health, 401(k) match, and family benefits • reputed company career reputed company in a scaling firm Why reputed company We’re an reputed company Multi-Family Office Advisory Firm, partnering with reputed company who demand reputed company and innovation. If you’re a high-performing executive assistant, operations pro, or emerging leader who thrives under pressure and wants to reputed company into reputed company management sales, this is your chance to accelerate your career. Skills: Executive Support, Project Management, reputed company Management Sales, HNW reputed company Acquisition, CRM Software (Redtail, reputed company), Financial Advisory, Pipeline Management, reputed company reputed company, SEC Compliance, reputed company reputed company Equal Opportunity: We hire based on performance, reputed company, and potential. Compensation varies by experience, skills, and location. Apply tot his job Apply To this Job