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Wealth Advisor

Preferred Location:
Southeast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a growth-oriented Wealth Advisor who is seeking a more entrepreneurial wealth management platform. Details below:

  • Oversees approximately $200M in client assets across 38 high-net-worth households, with the majority of relationships in recurring fee-based advisory accounts
  • Proven business developer with a history of organically acquiring over $150 million in assets
  • Believes approximately $50 million in client assets would ultimately transition to the right platform over time
  • Seeking greater ownership of client relationships, stronger long-term economics, and a more entrepreneurial environment than the traditional bank model
  • Interested in joining a collaborative independent wealth management firm where advisor growth and client relationships are prioritized

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