Wealth Advisor

Preferred Location:
Open to Relocation:

A Wealth Advisor, CFP, is exploring opportunities outside of his current RIA.

  • Currently a Lead Service Advisor at a 1B+ AUM RIA, no portable business
  • 15 years of experience at the same RIA
  • Excels at financial planning, retirement planning, asset allocation and portfolio construction
  • 1-5M level clientele, CFP, clean U4
  • Seeking 175-200k compensation area

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