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Regional Team Lead

Preferred Location:
South-East
Open to Relocation:
No

We are currently representing a Regional Team Lead and CFP seeking a stronger leadership opportunity. Details below:

  • Opened the Charleston market and now manages ~$750M AUM with  $4M+ in revenue
  • Hired and developed team (admin, junior advisor, planner, portfolio manager); remains lead on all relationships
  • Top Private Wealth producer 6 of the past 7 years; ~$546K average annual new revenue
  • Operates with full autonomy and P&L ownership mentality
  • Currently earning $450–500K total compensation

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