Thinking About Making A Change? Current Job Opportunities

It is never the wrong time to be looking at what other opportunities might be available in the market place. Whether it be a change for yourself, your clients, or maybe you know an individual who would be a great addition to another firm. Take a look at the current opportunities the Private Wealth Management team here at Kaye/Bassman are currently working on. We are always looking for talented individuals in the financial services industry! So take a look, pass the information along, or submit your own resume. You might be surprised what you find!

  • Private Wealth Management Advisor.  Full-service boutique global firm has approximately 400 advisors in the US serving high net worth and ultra-high net worth individuals and institutional clients.  Open-architecture platform contains the finest capabilities in the industry in traditional areas like SMAs, UMAs, alternative investments, planning, insurance, trust services, credit, lending, corporate services, capital markets, and investment banking.  Generous transition packages.  Superior business development support.   Flat organizational structure.

Apply for the Private Wealth Management Advisor role HERE

  •  Wealth Advisor.   A retained 100+ year old client with deep relationships with privately held companies, individuals, tax exempt institutions, and publicly held companies seeks planning-oriented advisors that understand that costs, tax efficiency, and the management of client expectations through an investment policy statement materially affect investment performance.  This firm can direct $500M to $1B in assets to the right advisor.

Apply for the Wealth Advisor role HERE

  •  Financial Planner.  Investment management and financial planning services firm seeks experienced advisors with a strong planning background who want to serve the client’s best interests using their proven approach.  Planner need at least five years of experience working with clients by analyzing needs, developing and presenting recommendations.  Candidates must have a clean compliance record, the Series 7, 63 and 65 or 66 and insurance licenses.  CFP professional designation strongly preferred.  Firm provides training, administrative support and a regular stream of prospective clients.   Compensation model is salary bonus.  Planners typically earn in the mid six figures by year three.

Apply for the Financial Planner role HERE


And like we said, referrals are the best kind of candidate! Let us know if there is someone we should be reaching out to here:

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