Senior Advisor
Preferred Location:
Northeast
Open to Relocation:
No
Portable Assets Under Management:
We are currently representing a Senior Wealth Advisor who is seeking a more entrepreneurial platform where he can play a meaningful role in building the business. Details below:
- Oversees approximately $1.5B in client assets across roughly 40 high-net-worth and ultra-high-net-worth families, generating approximately $9M in annual revenue
- Deep, long-standing client relationships with meaningful portability expected across the practice
- Strong track record of business development, having sourced new client relationships while also partnering on the successful acquisition of additional families
- Advises sophisticated multi-generational families on comprehensive wealth management, investment strategy, and long-term planning
- Looking to join a boutique wealth management firm where he can contribute beyond client advisory work and help drive the firm’s strategic growth
- Interested in a leadership-oriented opportunity offering greater ownership, collaboration, and long-term alignment
For more information on this candidate please fill out the form below:
