Wealth Advisor

Inherit 200m AUM

Overview

10B+ AUM Wealth Advisory Firm seeks a Senior Wealth Advisor to inherit a book of 100m+ AUM and 30+ households from the Managing Director.

Highlight

• Advise high net worth and ultra high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
• Opportunity to make an impact of the Firm through retention and growth of client base with a strong culture of collaboration and entrepreneurship
• Partner with the Managing Director or source new clientele and grow the client base
• Retain and grow assets with significant next-generation wealth
•  Collegial and inclusive office environment
•  Competitive compensation package including base salary, discretionary bonuses and significant business development incentives

Requirements

• 10+ years of experience wealth management experience
• CFA, CFP, CIMA or CWPA or other advanced industry related designation
• Ability to advise clients with regards to constructing portfolios from individual securities and fixed-income positions