Registered Investment Advisor

Job overview

The Registered Investment Advisor role is based in Boca Raton, FL, with the posting also identifying an office in Lakewood Ranch, FL and flexible work-from-home options. Compensation is not specified. Financial Trust Asset Management is an SEC-registered investment advisor offering investment management and financial planning services. The opportunity is for experienced advisors with books of business to grow their practices with research, investment-management resources, and a collaborative team while focusing on client service.

What you'll do

• The posting seeks experienced advisors with existing books of business to join the firm
• it describes client-first advisory work supported by investment research, multi-custodian flexibility, investment management, financial planning, and tax-preparation affiliations.

What we're looking for

Skills & competencies

full-time

registered investment advisor

investment advisory

financial planning

investment management

client service

portfolio strategies

boca raton fl

lakewood ranch fl

financial trust asset management

hybrid remote

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and matching, health insurance, paid time off, training and development, and advancement opportunities.

Why this role

The firm describes a Core and Explore investment framework, ETF and separately managed account models, and access to an affiliated proprietary research platform. Flexible work-from-home options are available.

About the employer

FINANCIAL TRUST ASSET MANAGEMENT is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.