Financial Planner

Preferred Location:
Open to Relocation:

A Financial Planner at a local RIA in New Jersey has been with his current firm for the past 6+ years and is seeking to take the next step in his career with a firm that prioritizes the growth and development of its employees. Below please find some high-level details:

  • Financial Planner who sourced his own book of 12M and helped his firm hit 100M in AUM
  • Looking to develop his career on the new business side with a firm committed to the growth of its professionals and a supportive team environment
  • MBA, CFP, Series 7 & 66
  • Open on compensation for the right opportunity

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

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