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Wealth Advisor

Preferred Location:
South Central
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a CFP® Wealth Advisor who is seeking to return to a predominantly client-facing advisory role. Details below:

  • She currently serves as Head of Financial Planning at an independent wealth management firm after spending much of her career as a lead advisor to affluent and ultra-high-net-worth families
  • Previously managed approximately $500M in client assets, primarily serving households with $8M–10M in investable assets, including numerous relationships in the $15M–25M range
  • Advises clients across comprehensive wealth planning, including tax planning, retirement planning, estate and trust strategies, gifting, and complex family planning
  • Experience includes advising on sophisticated planning matters such as cross-border wealth planning and trust structures for family office relationships
  • Has consistently been recognized as a leader and mentor but is seeking an opportunity where client relationships once again become the primary focus

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