Financial Advisor

Preferred Location:
Open to Relocation:

A Financial Advisor from a large financial institution is seeking to move into an RIA environment with a supportive and collegial atmosphere. Below please find several high-level details:

  • Been with his current firm for the past 10+ years
  • Portable book of business comprising 40-50M of fee based AUM, with 400k in revenue,  2-5M clientele
  • CFP
  • Excellent interpersonal skills, diversity candidate
  • Compensation expectations in the 200k+ range

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

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