Financial Advisor

Preferred Location:
Open to Relocation:

A Financial Advisor at small RIA is seeking to relocate to the DC market to be closer to family. Below please find several high-level details:

  • Been at his current practice for the past 5 years and is seeking to transition to a growth-oriented RIA with a leadership opportunity
  • Sourced from his own network 60M+ over the last few years and plans to port over 20-40M AUM within year one
  • Financial Advisor (CFA) looking to utilize his network of CPAs, attorneys and existing client referrals in the DC area to build out his own book with a firm in growth mode that can provide mentorship and professional growth
  • Current compensation in the 200k package area

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