Wealth Advisor

Preferred Location:
Open to Relocation:

A Senior Wealth Advisor, CFP, with 7+ years experience sourcing new clients and leading high net worth relationships, is seeking to relocate to NYC.

  • 3.5 years experience as a wirehouse Advisor out of college
  • Recruited 5 years ago to partner with a 300M+ AUM Advisor to be part of the succession plan
  • CFP, Series 7/66, Clean U4
  • Clients are not portable, seeking 200k+ area package

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