Wealth Advisor

Job Description

Job Description

Join Our Dynamic Team as a Wealth Advisor

This Jobot Job is hosted by : Josh Forth

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $150,000 - $200,000 per year

A bit about us :

We’re not just managing wealth—we’re transforming how elite athletes and their families use it to create multigenerational impact. As a modern, fast-growing multi-family office, we serve some of the world’s most brilliant athlete families with bespoke expertise across investments, tax, estate planning, and beyond.

We’re building more than financial plans—we’re building flourishing families, thriving legacies, and a firm where exceptional talent comes to grow.

If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on

Why join us?

As a Relationship Lead, you’ll be the trusted advisor guiding athlete families through major life transitions—especially those retiring from their sport or entering later career stages. You’ll :

✅ Build Deep Relationships – Be the primary point of contact, delivering exceptional service and strategies tailored to each family.

✅ Drive Strategic Impact – Translate complex planning into actionable steps across investments, tax, estate design, and more.

✅ Collaborate Like a Pro – Partner closely with internal teams to deliver seamless, coordinated advice.

✅ Own the Process – Leverage systems and workflows to ensure operational excellence and unforgettable client experiences.

Fun Company Activities!

Job Details

3+ years of experience (preferably with an RIA or wealth management firm)

CFP® designation

Proven track record of leading client relationships or supporting senior advisors

A mindset that thrives in a fast-paced, high-impact environment

Based in (or open to relocating to) Phoenix or Los Angeles

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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Company Description

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