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Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No
Portable Assets Under Management:
We are currently representing a Wealth Advisor with 400M AUM seeking to join an established RIA. Details below:
  • Approximately 400M across 20 families, generating 3 million in annual revenue
  • Seeking a firm that leads with planning, has in house tax compliance and a full suit of family office services including concierge, bill pay and aviation.
  • Deep client loyalty built over 10+ years

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