Why join a registered investment advisor (RIA) firm?
The RIA industry is one of the fastest-growing segments of financial services, with independent advisors managing more than $4 trillion in assets. As an RIA firm, Watts Capital provides tailored advice based on investors’ goals; offers a simple, transparent fee structure; provides advice for our clients’ complex needs; and builds strong, long-term client relationships.
Why work for our firm?
Watts Capital is a rapidly growing team of wealth managers, financial planners, portfolio managers, and operations and administrative staff focused on meeting our clients’ financial goals. We differentiate ourselves in the marketplace through our provision of comprehensive financial planning, our proprietary investment offerings that complement our open architecture investment platform, and our exceptional team that enjoys working with each other to produce the best results for clients.
Career Path and Resources
We offer a clear, realizable career path for our employees based on measurable performance objectives. We provide training, mentorship, and educational opportunities, with a preference for promoting from within our talent pool. At Watts Capital, we combine talented staff in partnership with industry leading technology to offer our clients a superior experience.
Senior Wealth Managers are the primary managers of the client relationship and are the most experienced advisors in the firm. The position has the responsibility of managing existing client relationships and formulating and implementing advice, and may rely on technical specialists to develop recommendations within a given area of expertise. Senior Wealth Managers are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
Duties and Responsibilities
Senior Wealth Managers can expect to focus their work in the following areas:
The lead advisor position typically requires the following qualifications:
Salary and Benefits
Qualified individuals please email the following to email@example.com :