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Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a Wealth Advisor exploring opportunities to align with another RIA that has a holistic approach and collaborative, team-based culture after the sale of the founder’s practice. Details below:

  • Primary Advisor, CFP, on 35 high net worth households, 2nd chair on approximately 20 ultra high net worth households (AUM not portable)
  • 10+ years of experience of financial planning, cash flow projections, estate planning, tax planning, legacy planning, portfolio construction and insurance planning for ultra high net worth clientele
  • Has worked at the same firm since graduating University
  • Seeking compensation in the 180k-225k range

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