Multi-Billion National Wealth Management Firm

Overview

Fast growing and dynamic National Wealth Management Firm seeks an Investment Advisor in Richmond, Virginia to support a book of high-net-worth clientele (400m+ AUM) working with founding partners.

Relocation Package Available

Not a commissioned sales role. Portable book of business not required

Highlights

• Receive valuable mentorship and guidance from founding partners while inheriting clients and collaboratively growing the firm
• The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s
• Implement the Firm’s investment strategies and asset allocation using mostly individual stocks and bonds and high quality ETF strategies
• Opportunity to lead the investment process, building and maintaining investment policy statements and performing due diligence and research

Requirements

• 3-5+ years of wealth advisory experience with excellent interpersonal skills
• CFA, CFP or CIMA a plus