Wealth Advisor
Preferred Location:
Northeast
Open to Relocation:
No
Portable Assets Under Management:
We are currently representing a Wealth Advisor, CFA who is seeking an independent wealth management firm offering greater long-term growth and leadership opportunities. Details below:
- Serves as the lead advisor for approximately $400M across 70 client households while supporting a multi-billion-dollar ultra-high-net-worth advisory practice
- Designs and manages customized investment portfolios utilizing ETFs, individual securities, proprietary strategies, and third-party investment managers
- Advises affluent and ultra-high-net-worth families by combining disciplined investment management with thoughtful client relationship management
- Known for balancing clients’ emotional and behavioural needs with sound portfolio construction and long-term investment strategy
- Brings more than a decade of experience within the same organization and is seeking a firm with stronger upward mobility and long-term career progression
- Open to relocating for the right opportunity and excited to contribute to a collaborative, growth-oriented advisory team
For more information on this candidate please fill out the form below:
