Lead Wealth Advisor

Lead Wealth Advisor

500m+ AUM Fee-Based Wealth Management Firm
Published
October 20, 2020
Location
Richmond, VA, United States

Description

Lead Wealth Advisor

500m+ AUM Fee-Based Wealth Management Firm

Richmond, VA

 

Overview
Dynamic and fast growing 500m AUM Fee-Based Wealth Advisory Firm in Richmond, VA seeks a Lead Wealth Advisor to continue to develop his/her own book of business in a collaborative, fee-based fiduciary culture serving high net worth clientele.
The Firm provides comprehensive wealth management services inclusive of cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans.

 

The Opportunity

  • Receive support in closing new business directly from Managing Partners
  • Potential for a path to equity partnership
  • Advise high net worth clientele (500k – 25 million of investable assets) through the lens of holistic life planning to incorporate the full spectrum of purpose and goals
  • Extensive opportunity to be mentored in all aspects of asset allocation, estate, financial planning, retirement planning, and cash flow analysis
  • Ability to make an impact on the direction and growth of a boutique, independent RIA
  • The Firm has implemented state of the art technology systems including cutting edge financial planning software with integrated CRM
  • Strong culture of teamwork, work life balance and personal and
    professional growth
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