Succession Planning

St. Paul Area

Overview

Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks a Senior Wealth Advisor in the St. Paul region to transition the highest net worth relationships from the Founding Partner over 2-3 years.

Clear track to equity partnership.

Highlights

• Join a growing 800M+ AUM ensemble practice.
• Opportunity to transition relationships and serve as the lead advisor for ultra-high net worth households in a collegial, family-oriented office environment backed by the strength of a national platform.
• Access to extensive planning capabilities inclusive of in-house tax planning, compliance, and estate planning to provide best in-class service.
• 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 as well as a full suite of alternatives.
• Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities.
• Compensation: $175,000 – $250,000+ package area.

Requirements

• 10+ years wealth management experience, with 5+ years as a lead advisor managing HNW/UHNW relationships.