View All Candidates >

Senior Wealth Advisor

Preferred Location:
South-West
Open to Relocation:
No
Portable Assets Under Management:
Yes
We are currently representing a Senior Wealth Advisor / CFP® who is open to exploring the right long-term opportunity. Details below:
  • Currently manages a ~$500M book, with ~ 200 households built primarily through an internal referral ecosystem, including several $10M+ client relationships, while also supporting some of the firm’s largest households
  • Brings a strong investment background, including portfolio management, investment committee participation, and single-stock research, alongside holistic wealth planning expertise
  • Seeking an environment with a more relationship-driven model, where the focus is on deeper individualized client engagement rather than high-volume coverage
  • Open to the right platform where investment sophistication and comprehensive planning are both valued

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

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