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Wealth Manager

Preferred Location:
Mid-West,South-West
Open to Relocation:
Yes

We are currently representing a Wealth Manager, CFP, at a fee-based RIA.

  • Currently advising on ~85 client relationships and ~255M AUM (not portable); serves as first chair for half of those relationships, 3M-20M level clientele
  • Sourced ~30M in AUM from 6 client relationships through referrals in the last 18 months
  • After 5+ years at his current firm, he is seeking an RIA that rewards the ability to garner referrals and close business.
  • Exploring compensation packages in the 130k-150k range

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