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Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No

A Wealth Advisor, CFA/CFP, at a mid-sized RIA is exploring opportunities due to concerns about his career trajectory; there is a limit to growth for advisors not directly related to the founder. Details below:

  • Wealth Manager to 60+ households with clients ranging from 1M to 10M AUM (no portability)
  • Employed by the same RIA for the last 7 years as a Lead Advisor
  • Provides leadership to both the Financial Planning and Investment Committees
  • 15+ years of wealth management experience
  • CFP, CFA, Series 65
  • Division I Athlete

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