Wealth Advisor

Preferred Location:
Open to Relocation:

A Wealth Advisor who manages 50M sourced through his own network is seeking to align with a larger RIA, preferably one with AUM ranging from $200 million to several billion, where he can transition his existing book of business and take on a leadership role within the firm. Below please find several high-level details:

  • 50M portable AUM, 450k revenue
  • Having operated independently for the past three years, he is now seeking to be part of a team-oriented setting
  • Seeking to partner with a smaller firm that has a collegial atmosphere and a collaborative environment where he can connect with colleagues and peers
  • Track record of implementing successful business growth strategies and is eager to expand further within a supportive and thriving environment
  • CFP, MBA, clean U4

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