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Director of Wealth Management

Preferred Location:
West
Open to Relocation:
No

We are currently representing a Director of Wealth Management at a national financial services firm seeking to pivot her career into the boutique RIA arena. Details below:

  • Leads and manages a team of 13 advisors, including sales coaching, business strategy, marketing, and training
  • Guided and mentored her branch to grow from zero to over $2 billion in AUM within 4 years 
  • Exploring opportunities with compensation packages in the 250k+ range 

For more information on this candidate please fill out the form below:

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