Associate Wealth Advisor

Preferred Location:
Open to Relocation:

An Associate Advisor at a Registered Investment Advisory firm is seeking a growth-oriented firm to take his career to the next level. Below please find several high-level details:

  • Been with his current firm for 7+ years
  • CFP, CPA
  • Driven professional promoted three times since graduating cum laude
  • Associate Advisor with extensive experience in Morningstar, Tamarac, Salesforce, Moneyguide Pro, and Bloomberg Tax
  • 150k compensation range, looking to find his forever home with a firm committed to the professional growth and development of its employees

For more information on this candidate please fill out the form below:

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