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Wealth Advisor

Preferred Location:
Northeast
Open to Relocation:
No
Portable Assets Under Management:
We are currently representing a Wealth Advisor, CFP/CFA who is seeking a stronger long-term growth opportunity. Details below:
  •  Serves as the lead financial planning resource while managing a significant portion of the firm’s client relationships
  • Advises predominantly high-net-worth and ultra-high-net-worth families, with most client relationships exceeding 5M in investable assets
  • Combines comprehensive financial planning expertise with investment management experience to deliver holistic wealth management solutions
  • Seeking a platform that offers greater long-term career growth, advisor development, and leadership opportunities

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