View All Candidates >

Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a Wealth Advisor at a Fee-Based RIA who is exploring opportunities due to his firm being recently acquired. Details below:

  • Lead Advisor on 60 families with investable assets ranging from $2M – $15M (Not portable)
  • Excellent client-facing skills; 3+ years of lead advisor experience, 7+ years overall experience
  • CFP with strong technical tax, estate, and financial planning capabilities

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

Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    Privacy Policy
    This field is for validation purposes and should be left unchanged.