Senior Wealth Manager

Employer
Versant Capital Management, Inc.
Location
Phoenix, Arizona
Salary
$150,000 to $200,000 depending on experience and other factors, and other desirable benefits.
Closing date
Dec 14, 2022

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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Required
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Job Details

Versant Capital Management is looking for an experienced wealth manager to provide our high-net-worth clients with comprehensive wealth management and investing services. Versant Senior Wealth Managers focus on a holistic suite of services that encompass all parts of a person's financial well-being, including investment management and financial planning, accounting and tax consulting services, retirement planning, next-generation education, philanthropic and legacy planning, and estate planning.

 

Company

Versant Capital Management was founded with a clear objective: to provide rigorous, comprehensive financial advice and management to people through a thoughtful understanding of their personal situations. A Phoenix-based, independent registered investment advisory (RIA) and wealth management firm with $900+ million in AUM, Versant helps individuals and families achieve financial success and make it last. We have the professional qualifications and credentials to demonstrate responsibility and provide rational advice, and the courage to raise critical issues, even if it’s not in the firm’s best interest. We carry out decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment product; we rely on skilled professionals to deliver research-driven strategies customized to meet each client’s unique goals. This mindset brings together the best of financial planning and the best of investment management. Being an independent doesn’t mean “alone.” We invest with some of the most prominent institutional investment managers- including Charles Schwab, Vanguard, Dimensional Fund Advisors, and Stone Ridge - giving our clients access to the best investment management and services available today. At the center of our approach and our client’s success is Versant’s staff, a team of interdisciplinary financial experts, including CFPs, CFAs, CPAs, MBAs, and even masters of psychology and art. Our team delivers highly customized financial advice and strategies based on each client’s specific needs and goals. We help people use wealth to empower a life well-lived. Over the last decade and a half, we’ve steadily helped build our clients’ legacies, and today Versant is promoting a new generation of leadership. Our principles remain deeply rooted in serving families, a disciplined investment approach, an entrepreneurial spirit, the freedom to excel, joy in work well done, and giving back to our community.
Find Us
Telephone
602-635-3760
Location
2394 E Camelback Road
Suite 100
Phoenix
AZ
85016
US

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