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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 with extensive HNW/UHNW relationship management and financial planning experience. Details Below:

  • Experience managing 700M in client assets, working with families ranging from ~5M to 40M+ in investable assets
  • Deep expertise across financial, retirement, estate, tax-aware, concentrated-stock, philanthropic, and multigenerational planning
  • Experienced serving as the primary relationship quarterback while coordinating investment specialists, attorneys, and CPAs
  • Seeking a collaborative wealth management firm with sophisticated clientele and broader planning and investment capabilities

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