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Wealth Consultant

Preferred Location:
West Coast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a Wealth Consultant who is seeking a more entrepreneurial, planning-focused wealth management platform. Details below:

  • Brings extensive experience advising high-net-worth individuals, entrepreneurs, executives, and business owners within a fiduciary wealth management environment
  • Maintains trusted relationships with affluent households while driving new business development and asset growth through networking and referral generation
  • Particularly experienced working with innovation economy clients, including entrepreneurs, venture capital professionals, and executives
  • Seeking a collaborative firm where fiduciary advice, client relationships, and strategic growth are prioritized over a retail banking model

 

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