Eagle Rocks Hiring Zone
Powered by Scale Recruitment, this Hiring Zone will provide you with information on the sales development representative position and provide you with the opportunity to interview with Candice, our AI powered recruitment agent. We look forward to learning more about you!
Eagle Rock is a boutique wealth management firm dedicated to helping families make strategic financial decisions using a “family office” philosophy.
Since we focus on the “top 1%” of households, we can offer personalized service, customized “bespoke” strategies, flexibility and independent recommendations that will impact generational wealth.
We can do this by adhering to the core principles of our founders which includes a focus on growth, management, protection and preservation. Since we are product “agnostic, we can provide the optimal solution by leveraging our domain expertise, market relationships, infrastructure and many years of business experience.
Finally, we realize that in order to plan for multiple generations of wealth we encourage our clients to empower us to become the “financial architect” of the planning process allowing a more comprehensive approach coordinating with their entire professional team.
Eagle Rock is a boutique wealth management firm dedicated to helping families make strategic financial decisions using a “family office” philosophy. Since we focus on the “top 1%” of households, we can offer personalized service, customized “bespoke” strategies, flexibility and independent recommendations that will impact generational wealth.
We are looking for a financial advisor with 5-10 years experience to serve as the financial architect for our clients. This position is ideal for a rockstar rainmaker that can not only work with clients but help add to the AUM of the firm. In this manner, the professional should be comfortable in promoting the firm and the long term benefits that can accrue from working with Eagle Rock.
Salary is based on experience.
Eagle Rock Private Wealth Manager Job Description
We are looking for rockstar rainmaker producers with a passion for their work with their clients of high net worth. Prospects should have experience in the following:
Private Wealth Management
Hi I'm Candice, the AI Recruitment Manager for Eagle Rock. Please click on the button below to speak with me about the sales development role at the Company. I'm available anytime day or night. And our conversation will only take a few minutes. I look forward to speaking with you!
Eagle Rock is a boutique wealth management firm dedicated to helping families make strategic financial decisions using a “family office” philosophy.
Since we focus on the “top 1%” of households, we can offer personalized service, customized “bespoke” strategies, flexibility and independent recommendations that will impact generational wealth.
Our PWM’s provide the optimal solution by leveraging their domain expertise, market relationships, infrastructure and many years of business experience.
They also plan for multiple generations of wealth by encouraging our clients to empower us to become the “financial architect” of the planning process allowing a more comprehensive approach coordinating with their entire professional team.
Eagle Rock offers a competitive salary and benefits. The exact amount is based on your level of experience!
The hiring process for the role is relatively straightforward. The first step is to interview with Candice, our AI recruitment manager. She will ask you some basic questions. If this screening goes well, you will be contacted by one of our human recruiters for a more in-depth interview.
You can reach out to Candice, day or night, by calling the number listed on this hiring zone. She is really great. But if not comfortable yet, please email niti@scalerecruitment.ai to set up a time to chat!
