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Wealth Manager

Preferred Location:
North-East
Open to Relocation:
No

A next-gen Wealth Manager at a multi-billion dollar Boston-based RIA is seeking to explore the market.

  • She is currently managing 93 million AUM with 836k revenue and 224 client relationships
  • Would like to move upstream with larger clientele to enable her to focus more on external business development and study for the CFP
  • 2018 Undergrad, has been at the same firm for the last 4+ years
  • She self-sourced 10 million in new assets in the past year with 97% client retention rate

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