Two senior-level financial advisors at our Daytona Beach office are retiring. We need experienced Certified Financial Planning practitioners who can transition seamlessly into our existing client relationships.
FirsTrust is an independent, Fee-Only, RIA in Daytona Beach Fl serving clients throughout Central Florida. We provide comprehensive wealth management services to high net worth clientele as a FinancialTeam of specialists: our Chief Investment Officer oversees investment management, our Trust & Estate specialist oversees advanced T&E services; our Chief Operations Officer runs our in-house, multi-custodial platform (primary TD Ameritrade and Schwab.) We also have in-house new client business development.
We are loud-&-proud advocates of consumer fairness and critics of the industry's sales-motivated conflicts of interest. We are NAPA-Registered Fee-Only Financial Advisors and we believe in serving our clients with true independence, verifiable advisor expertise and client loyalties that exceed the government's "fiduciary" standard. Please visit our website to make sure you're a cultural fit before inquiring.
CFP mandatory / additional educational credentials and industry certifications / charters are preferred.
Prefer 10+ or more years of client-facing experience.
Position is located at our Dayton Beach offices.
Additional Salary Information: Salary depends upon AUM of firm's client assets / personal client assets.
Health ins. / 401(k) plan available.
About FirsTrust, LLC
The FinancialTeam at FirsTrst has been working together for 20 years now - and sadly, two of our advisors will soon be retiring. FirsTrust is a 25 year-old Fee-Only, SEC-Registered RIA. 5 advisors and 5 staff members provide Investment management, tax & financial planning, trust & estate planning to high net worth clientele. Chief Investment Officer (CFA) oversees the management of investment assets. Chief Operations Officer oversees fully integrated, in-house operations and custodial relationships. Company President oversees new business development. Most new clients come to us by word of mouth, but advisors are welcome to prospect for their own clients. FirsTrust Advisors have the freedom to do what they believe is truly best for their client and the schedule flexibility to balance life between work & home.