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Lead Wealth Manager

Preferred Location:
Mid-West
Open to Relocation:
No

We are currently representing a Lead Wealth Manager, CFP, at an independent RIA in Minneapolis. Details below:

  • She is the Lead advisor to 70+ high-net-worth households (current minimum ~$5M; average client ~$7M)
  • Delivers comprehensive planning across investments, tax, estate, retirement, insurance, and cash flow
  • Supervises and mentors junior wealth managers
  • Key contributor during firm’s growth phase, helping scale advisor training and internal processes as headcount has doubled

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