Financial Advisor

Preferred Location:
Open to Relocation:

A Financial Advisor is relocating to Tampa for his wife’s career.  Below please find several high-level details:

  • 5 years of experience since graduating college, all with the same team/firm
  • Directly managing 70M and sourced 15M of that on his own this past year in 2022 (due to the geographic move clients would most likely not be portable)
  • Currently a support advisor to a book of 400M AUM with 190 clients.
  • Seeking to transition to a role where he can grow a book through his business development efforts and manage the relationships
  • Current compensation in the 130k area

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