As a leading conflict-free pricing wealth management firm specializing in holistic retirement income planning, we’re dedicated to giving HNW pre-retirees and retirees a sense of financial confidence. With a growth rate of over 40% per year, we aim to redefine the financial advice industry.
We’re seeking talented individuals passionate about impacting our clients’ financial well-being. If you value a nurturing, growth-oriented workplace, we’re interested in meeting you.
Discover our current openings and be part of our mission to innovate in financial advice.
We need an experienced Operations Manager. You will report directly to our CEO. You’ll wear several hats (naturally!) and have the opportunity to grow your scope and responsibility as the firm continues to expand.
Compliance – Collaborate with our CCO and compliance consultant to strengthen our program. Perform compliance tasks as specified by our compliance calendar.
Office Management – Drive an effective and efficient virtual office.
Regular Operations Meetings – Work closely with our CEO to prepare and run our regular “all hands” meetings (weekly, monthly, quarterly), to include prepartion of KPI reports.
We need an analytical Lead Planner. You will lead 125-150 High Net Worth client relationships.
There is ZERO business development expectation in this role. We have a robust marketing engine that produces new clients.
Help Develop the Firm – Interview and train, participate in leadership meetings, and possibly run one of our management functions.
College degree (4 year)
1990 Main Street,Suite 750 Sarasota, FL 34236
service@awmfl.com 888-778-5044
At Advanced Wealth Management, we go beyond traditional financial services to offer you a comprehensive and tailored approach to managing your investable assets. We understand that your financial well-being is a top priority, and we’re here to provide you with the best-in-class investment management.Our commitment to your financial success includes ongoing discretionary management of your investable assets. We’ve partnered with Charles Schwab to ensure that your assets are held securely and professionally. Our investment strategy is built on simplicity, cost-effectiveness, and alignment with your unique financial goals.Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Sarasota, Florida. Investment advisory services offered on a negotiated flat fee amount annually or fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. These materials have been independently produced by Advanced Wealth Management, LLC (“AWM”). AWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”), Schwab is a registered broker-dealer and member SIPC.
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