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Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No
Portable Assets Under Management:
Yes

We are currently representing a Wealth Advisor who is seeking greater long-term growth and ownership opportunities. Details below:

  • Currently manages approximately $600M AUM while advising ultra-high-net-worth families on complex multigenerational planning matters
  • Has increasingly taken on business development responsibilities and sourced approximately $65M in new assets over the past year
  • Works extensively across tax planning, estate planning, retirement planning, cash flow analysis, investment strategy, and risk management
  • Advises sophisticated families across multiple generations and serves as a trusted resource on complex wealth planning matters
  • Seeking a platform that offers greater recognition, ownership opportunity, and alignment with the value she creates through both advisory and business development efforts

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