Compensation: Total On Target Earnings is $100,000

This Is Not Your Average Executive Assistant Role – This Is Your Career Game-Changer.

If you want to take everything you could learn in an entire career and compress it into an experience that will fast-track your success, we want you. Our Founder is going to take 20 years of everything he has learned and teach it to you in five. That’s the kind of opportunity we’re offering. This is firsthand learning from the CEO – not some no-name at some no-name desk. What you will get out of this is five years from now you’ll be semi bulletproof, and you can punch your own ticket wherever you want to go. Change the financial trajectory of your life.

This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the wealth management industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance.

We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional fiduciary advice and investment strategies. And we need a rockstar EA to support our CEO to lead the charge.

Ready to be part of something extraordinary? Here’s what’s waiting for you:

What Makes This Role Insanely Exciting

• Revolutionize Wealth Management: This isn’t just about being an EA – this is your chance to reshape how top entrepreneurs and business owners think about HNW client portfolios and advisory services. You’ll support our CEO to drive a daily impact in our clients’ lives. We don’t believe in cookie-cutter solutions. You’ll be working on high-level, transformative projects that will make an impact immediately (e.g., streamlining client onboarding and compliance workflows).

• Work with the Best of the Best: You’re not just working with our CEO; you’re working with our clients - visionary entrepreneurs who are pushing the boundaries of what’s possible. These clients are ambitious, dynamic, and demand the best from everyone around them. No “boring” clients here.

• Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. Be part of a team that values results over micromanagement.

• Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the financial advisory space. You’ll be helping build something from the ground up. This is your chance to truly make an impact.

• Sky’s the Limit Compensation: You won’t just be rewarded for your efforts; you’ll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is virtually unlimited. The more you put in, the more you’ll get out.

What You Need to Bring to the Table:

• Deep Expertise: Currently working in financial services or professional services—ideally within an RIA, wealth management firm, or investment bank—and understand the pace, pressure, compliance requirements, and professionalism those environments demand. You also bring at least 2 years of experience in Founder/C-Suite executive support roles in a high-performance team. You’ve worked with people who are already successful (e.g., supporting HNW client relations or portfolio reviews), and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world?

• Credentials That Matter: You’ve got the credentials to back up your deep knowledge. You’ve built and scaled client partnership initiatives and channel strategies in advisory services – and have the results to show for it. You hold a bachelor’s degree in business, marketing, finance, or a related field that prepared you to work at the intersection of strategy and execution. But more importantly, it’s your experience – and your results – that set you apart. Are you a creative problem solver finding unique opportunities in investment advisory?

• Leadership Skills: You’re not just an expert – you’re a leader. You’re confident and clear when communicating with high-net-worth individuals, business owners, and senior executives in regulated environments. You don’t wait to be told what to do. You know how to build trust quickly and hold your own in high-stakes conversations. Do you self-select into hardship? Do you bring a different dimension of thinking?

• Project Management Genius: You’re a natural at juggling multiple high-stakes projects (e.g., coordinating board meetings or preparing investment reports), keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute flawlessly. You catch the small stuff that others miss. Precision matters to you, whether it's reconciling financial data or preparing reports that stand up to scrutiny.

• Tech-Savvy: You’re comfortable with the latest tech tools like Microsoft Office (advanced Excel for reporting) and the latest AI tools. You understand how to operationalize a data-driven process to drive results (e.g., using CRM for client tracking). You understand that technology is a force-multiplier and are quick to adopt new tools that improve HNW client service and team collaboration.

What’s in It For You?

• Competitive Base Salary + Unmatched Bonuses: Your compensation is designed to reflect your value. Competitive salary + generous performance bonuses = unlimited earning potential. This is a place where what you bring to the table is directly rewarded.

• Endless Growth Opportunities: Our firm is growing fast, and we want you to grow with us. From leadership training to career advancement, the sky’s the limit. This is not just a job – this is a platform for you to reach your highest potential.

• Maximize Professional & Personal Life: Enjoy unlimited paid time off (PTO) and the freedom to work remotely. We understand that life is about more than just work – but when you work, we want you to be at your best.

• Competitive Benefits: Health benefits, 401(k) matching, and more – everything you need to take care of yourself and your loved ones.

Why This Firm?

This isn’t just another job. This is an opportunity to build something that matters. We’re on a mission to change the way financial planning is done, and we want YOU to help lead that charge. Our clients are on the cutting edge of innovation, and we’re looking for someone who’s willing to work hard – because the rewards are huge.

This firm isn’t for everyone. If you’re looking for a traditional corporate gig with predictable hours and low stakes, this isn’t the place for you. But if you’re ready to put in the work, learn from the best, and help build something world-changing, we’d love to talk to you.

Are your values aligned enough to put in the work? Have you chosen intensity in your life? Are you the kind of person that would run into a burning building to save someone? Apply now and take your career to a level you’ve only dreamed of.

Equal Opportunity

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities.

Final compensation may vary based on factors such as experience, skills, and geographic cost-of-labor differentials.

Skills: Executive Support, Calendar Management, Client Relationship Management, Financial Reporting, Compliance, CRM Software, High-Net-Worth Advisory, Project Coordination, Microsoft Excel, Investment Operations.