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Wealth Advisor

Preferred Location:
Mid-West,North-East,South-West
Open to Relocation:
Yes

We are currently representing a Wealth Advisor, CFP. Details below:

  • Lead Advisor for ~40 families with 450M AUM (not portable)
  • 10+ years overall experience, ~5 with his current RIA
  • Provides comprehensive and highly customized wealth planning including estate planning, tax planning and post sale investing for business owners and entrepreneurs
  • Exploring roles with compensation packages in the 250k+ range

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