Growing RIA firm based in Princeton looking for a Wealth Adviser with CPA/CFP/CFA background and 5 to 7 years of experience in wealth planning and investment management in a fee-only environment. Ability to generate new business a major plus. Definite track to partner level position. Responsibilities include portfolio management including portfolio construction, periodic rebalancing and trade executions, investment research, goal based planning using eMoney and interacting with clients.
CPA or MS in Tax, CFP(r) and/or CFA required
5 to 7 years of prior experience in fee only RIA firm
Ability to generate new business
Telecommuting is allowed.
Additional Salary Information: Base plus incentive comp based on education and prior experience offered
Next Horizon Advisors LLC is a fee-only Registered Investment Advisor firm focused on providing goal-based wealth management services to business owners and high net worth families including designing estate, retirement and tax planning strategies. Our firm follows a core-satellite investment approach which combines strategic and tactical asset allocation strategies.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.