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Wealth Manager

Preferred Location:
Northwest
Open to Relocation:
Yes
We are currently representing a Wealth Manager at a boutique 700m+ AUM RIA who is exploring opportunities. Details below:
  • Currently managing a $140M AUM book with an average of $1-3M AUM per client
  • Played a pivotal role in closing $50M AUM (book is not portable)
  • Avid learner, enjoys problem solving, excellent presence with clients, high degree of professionalism and hard working
  • CFP, Series 7/66
  • Seeking to relocate to LA, San Diego, Austin, Nashville, or Miami

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