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Junior Wealth Advisor

Preferred Location:
South-East
Open to Relocation:
No
We are representing a Junior Wealth Advisor, VP currently exploring opportunities to move away from a private banking environment and join a holistic RIA to build his book.
  • Self-sourced 20M AUM and 170k in revenue in the past year with 12 families
  • 30-day garden leave and 1 year non-solicit, feels 150k+ of revenue will follow quickly
  • Exploring opportunities in the 200-250k range
  • 7+ years of wealth management client facing experience

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