SUMMARY. Dynamic, quality of life culture, $32B fast growing RIA is seeking a Business Development Officer to source and assist advisors with closing high net worth client relationships from custodial referral channels. SEIA has been growing aggressively with a constant source of quality new client leads within a world class, growth focused RIA firm that was built by advisors for advisors. This position is responsible for developing and building ...
SUMMARY. The ideal candidate will work as part of a financial advisory team to deliver personalized investment solutions to help clients work toward their long-term financial planning and investment goals. Candidate should be comfortable communicating independently with clients within the book, articulating firm level and general investment market updates. and fielding client account related, and general investment questions. They should be comfo...
Job Description. Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country. For over 20 years our growth has primarily been through organic client acquisition and building out advisor support and infrastructure. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more indepe...
JOB DESCRIPTION. . JOB TITLE. Trader. . EMPLOYER: Signature Estate and Investment Advisors Inc. . DEPARTMENT. Investment Services. . REPORTS TO. Managing Senior Partner. . SUMMARY. The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal cand...
SUMMARY. This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES. Responsible for many aspects of administration and client service for Business Clients an...
JOB TITLE: Client Service AssociateEMPLOYER: Signature Estate & Investment Advisors, LLCDEPARTMENT: W2 Advisory TeamREPORTS TO: Client Service Manager SUMMARY: Become a Client Service Associate (CSA) with SEIA. The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments, ensuring that requests are handled accurately, efficiently, and with care. While ensuring a seamless experience, the CSA team handle...
Who We Are. Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm. with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth. management support for affluent clients, currently managing over $30 Billion in client assets. Position: Associate Advisor. We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about. delivering ex...
Who We Are. Signature Estate and Investment Advisors, LLC is a nationally recognized wealth management firm. with offices in Tysons, Virginia. We provide an extraordinarily high level of investment and wealth. management support for affluent clients, currently managing over $30 Billion in client assets. Position: Associate Advisor. We are seeking a full-time Associate Advisor who is experienced, detail-oriented and passionate about. delivering ex...
