Company Overview
Report Listing

At BRIA Capital Group, LLC we focus on providing custom wealth management, financial planning and risk management solutions to a select group of individuals. As fiduciaries we are here to be on the same side of the table as our clients and put their needs above ours. We aren't focused on mass quantities of clients, instead we prefer to have a tight relationship with those we serve. We offer investment management for a fee, financial planning only for a fee, fee based variable annuities, and life insurance (for a commission).

We serve clients locally in Wesley Chapel, Tampa, and Bradenton. Approximately 2/3 of our clients are either via phone or zoom.

Job Description

We are looking for someone who is already in the industry to take over for our current DCS who is moving to an Advisor role with our Firm. This person would be in charge of our back office operations- new client onboarding, applications, taking inbound calls, etc. This is a mostly if not completely remote position, although the person should live somewhere in the Greater Tampa Bay Area.

We are happy to take on someone with a small current practice and could continue to compensate that person above and beyond base pay/ bonuses. Pay will depend on the experience and skillset of the individual.

We are looking for someone to grow with the Firm. In the past 3 years we have double in revenue, both through organic growth and acquisitions.

Ideal Candidate

Someone who is either an advisor, para planner, or high level office manager already in our business.

Required Skills

Must be strong with technology and good at working with clients. Existing knowledge of the financial services business, we cant be teaching someone the basics.


Resources
Loading...