Senior Wealth Advisor/Team Lead

Senior Wealth Advisor/Team Lead

Fee Only Wealth Management Firm
Published
October 19, 2020
Location
Greater Detroit Area, United States

Description

Senior Wealth Advisor/Team Lead

Fee Only Wealth Management Firm

Greater Detroit Area

 

Overview
Independent Wealth Management Firm in the Greater Detroit Area seeks a Senior Wealth Advisor/Team Lead to inherit the client base and team leadership of ~300M AUM (~150 clients) from a retiring senior partner.

 

Highlights
Manage a team of Wealth Advisors in advising clients with regards to estate and tax planning, financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction and charitable giving with a focus on high touch relationship management and retention strategies.

  • Collaborative and forward thinking culture, embracing cutting edge technologies and industry best practices
  • Competitive base salary, profit and performance-based bonuses

 

Requirements

  • 3+ years of effective leadership experience the within wealth/investment
    management arena
Apply
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